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PWPS
Pinnacle Wealth Planning Services’s
Textron
TXT
Stock Holding History
Pinnacle Wealth Planning Services’s Portfolio
TXT Stock Details
TXT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$297K
Buy
3,387
+2,750
+432%
+$257K
0.03%
341
2025
Q4
$55.5K
Buy
+637
New
+$53.3K
0.01%
1124
2024
Q4
–
Sell
-4,382
Closed
-$388K
–
555
2024
Q3
$388K
Buy
4,382
+3
+0.1%
+$265
0.05%
236
2024
Q2
$376K
Sell
4,379
-11
-0.3%
-$979
0.05%
229
2024
Q1
$421K
Buy
4,390
+45
+1%
+$3.9K
0.06%
224
2023
Q4
$349K
Sell
4,345
-12
-0.3%
-$930
0.05%
232
2023
Q3
$340K
Sell
4,357
-69
-2%
-$5.14K
0.06%
227
2023
Q2
$299K
Sell
4,426
-26
-0.6%
-$1.72K
0.05%
260
2023
Q1
$314K
Sell
4,452
-63
-1%
-$4.49K
0.05%
258
2022
Q4
$320K
Buy
4,515
+84
+2%
+$5.7K
0.06%
249
2022
Q3
$258K
Buy
4,431
+31
+0.7%
+$1.97K
0.05%
272
2022
Q2
$269K
Buy
4,400
+130
+3%
+$8.53K
0.05%
269
2022
Q1
$318K
Buy
4,270
+880
+26%
+$63.5K
0.06%
260
2021
Q4
$262K
Sell
3,390
-29
-0.8%
-$2.15K
0.05%
285
2021
Q3
$239K
Buy
3,419
+57
+2%
+$4K
0.05%
287
2021
Q2
$231K
Buy
+3,362
New
+$217K
0.06%
288
2021
Q1
–
Sell
-3,340
Closed
-$162K
–
1833
2020
Q4
$162K
Buy
+3,340
New
+$140K
0.04%
325
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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