Pinnacle Wealth Planning Services’s Woori Financial WF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2025
Q1
$293K Buy
2024
Q4
$269K Sell
2024
Q3
$521K Sell
2024
Q2
$467K Sell
2024
Q1
$474K Buy
2023
Q4
$441K Sell
2023
Q3
$400K Hold
2023
Q2
$393K Sell
2023
Q1
$384K Sell
2022
Q4
$409K Buy
2022
Q2
Sell
2022
Q1
$265K Buy
2021
Q4
$210K Buy
2021
Q1
Sell
2020
Q4
$120K Buy