PWPS
Pinnacle Wealth Planning Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
11,827
-244
| -2% | -$86.6K | 0.55% | 30 |
|
|
2025
Q1 | $4.23M | Buy |
12,071
+123
| +1% | +$43.1K | 0.64% | 27 |
|
|
2024
Q4 | $3.78M | Sell |
11,948
-1,724
| -13% | -$545K | 0.57% | 29 |
|
|
2024
Q3 | $3.76M | Buy |
13,672
+771
| +6% | +$212K | 0.51% | 34 |
|
|
2024
Q2 | $3.39M | Sell |
12,901
-174
| -1% | -$45.7K | 0.48% | 33 |
|
|
2024
Q1 | $3.65M | Sell |
13,075
-127
| -1% | -$35.4K | 0.53% | 29 |
|
|
2023
Q4 | $3.44M | Sell |
13,202
-121
| -0.9% | -$31.5K | 0.54% | 31 |
|
|
2023
Q3 | $3.06M | Sell |
13,323
-436
| -3% | -$100K | 0.51% | 32 |
|
|
2023
Q2 | $3.27M | Sell |
13,759
-391
| -3% | -$92.9K | 0.53% | 32 |
|
|
2023
Q1 | $3.19M | Buy |
14,150
+276
| +2% | +$62.2K | 0.53% | 31 |
|
|
2022
Q4 | $2.88M | Sell |
13,874
-333
| -2% | -$69.2K | 0.51% | 36 |
|
|
2022
Q3 | $2.52M | Buy |
14,207
+995
| +8% | +$177K | 0.47% | 35 |
|
|
2022
Q2 | $2.6M | Buy |
13,212
+50
| +0.4% | +$9.84K | 0.47% | 36 |
|
|
2022
Q1 | $2.92M | Sell |
13,162
-912
| -6% | -$202K | 0.53% | 35 |
|
|
2021
Q4 | $3.05M | Buy |
14,074
+345
| +3% | +$74.8K | 0.6% | 31 |
|
|
2021
Q3 | $3.06M | Buy |
+13,729
| New | +$3.06M | 0.68% | 28 |
|
|
2021
Q2 | – | Sell |
-13,462
| Closed | -$2.85M | – | 368 |
|
|
2021
Q1 | $2.85M | Buy |
13,462
+1,053
| +8% | +$223K | 0.73% | 25 |
|
|
2020
Q4 | $2.71M | Buy |
12,409
+301
| +2% | +$65.8K | 0.65% | 22 |
|
|
2020
Q3 | $2.42M | Sell |
12,108
-44
| -0.4% | -$8.8K | 0.8% | 22 |
|
|
2020
Q2 | $2.35M | Sell |
12,152
-1,007
| -8% | -$195K | 0.76% | 27 |
|
|
2020
Q1 | $2.12M | Buy |
13,159
+748
| +6% | +$120K | 1.01% | 20 |
|
|
2019
Q4 | $2.33M | Sell |
12,411
-8
| -0.1% | -$1.5K | 1.1% | 17 |
|
|
2019
Q3 | $2.14M | Buy |
12,419
+3,597
| +41% | +$619K | 1.16% | 16 |
|
|
2019
Q2 | $1.53M | Sell |
8,822
-998
| -10% | -$173K | 0.92% | 18 |
|
|
2019
Q1 | $1.53M | Sell |
9,820
-2,012
| -17% | -$314K | 1.03% | 15 |
|
|
2018
Q4 | $1.56M | Sell |
11,832
-812
| -6% | -$107K | 1% | 17 |
|
|
2018
Q3 | $1.9M | Sell |
12,644
-207
| -2% | -$31.1K | 1.74% | 8 |
|
|
2018
Q2 | $1.7M | Buy |
12,851
+909
| +8% | +$120K | 1.65% | 7 |
|
|
2018
Q1 | $1.43M | Buy |
11,942
+7,471
| +167% | +$893K | 1.47% | 10 |
|
|
2017
Q4 | $510K | Buy |
+4,471
| New | +$510K | 1.04% | 25 |
|