Pinnacle Wealth Planning Services’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,507
| Closed | -$412K | – | 557 |
|
|
2024
Q3 | $412K | Sell |
6,507
-284
| -4% | -$18K | 0.06% | 227 |
|
|
2024
Q2 | $360K | Sell |
6,791
-838
| -11% | -$44.4K | 0.05% | 240 |
|
|
2024
Q1 | $626K | Sell |
7,629
-8,177
| -52% | -$671K | 0.09% | 144 |
|
|
2023
Q4 | $294K | Hold |
15,806
| – | – | 0.05% | 277 |
|
|
2023
Q3 | $175K | Hold |
15,806
| – | – | 0.03% | 378 |
|
|
2023
Q2 | $256K | Sell |
15,806
-10,063
| -39% | -$163K | 0.04% | 297 |
|
|
2023
Q1 | $431K | Sell |
25,869
-1,078
| -4% | -$17.9K | 0.07% | 198 |
|
|
2022
Q4 | $253K | Hold |
26,947
| – | – | 0.05% | 297 |
|
|
2022
Q3 | $73K | Hold |
26,947
| – | – | 0.01% | 381 |
|
|
2022
Q2 | $78K | Buy |
+26,947
| New | +$78K | 0.01% | 394 |
|