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
2026 Q1	$329K	Sell	4,938 -92	-2%	-$6.19K	0.03%	310
2025 Q4	$296K	Sell	5,030 -24	-0.5%	-$1.34K	0.03%	330
2025 Q3	$284K	Sell	5,054 -55	-1%	-$3K	0.03%	340
2025 Q2	$254K	Sell	5,109 -3,660	-42%	-$145K	0.03%	344
2025 Q1	$293K	Buy	8,769 +166	+2%	+$5.54K	0.04%	269
2024 Q4	$269K	Sell	8,603 -5,976	-41%	-$206K	0.04%	278
2024 Q3	$521K	Sell	14,579 -3	-0%	-$103	0.07%	186
2024 Q2	$467K	Sell	14,582 -21	-0.1%	-$657	0.07%	198
2024 Q1	$474K	Buy	14,603 +16	+0.1%	+$513	0.07%	197
2023 Q4	$441K	Sell	14,587 -4	-0%	-$115	0.07%	192
2023 Q3	$400K	Hold	14,591	–	–	0.07%	198
2023 Q2	$393K	Sell	14,591 -6	-0%	-$162	0.06%	210
2023 Q1	$384K	Sell	14,597 -265	-2%	-$7.59K	0.06%	222
2022 Q4	$409K	Buy	+14,862	New	+$397K	0.07%	198
2022 Q2	–	Sell	-7,048	Closed	-$265K	–	486
2022 Q1	$265K	Buy	7,048 +501	+8%	+$18.1K	0.05%	301
2021 Q4	$210K	Buy	+6,547	New	+$213K	0.04%	356
2021 Q1	–	Sell	-4,372	Closed	-$120K	–	1939
2020 Q4	$120K	Buy	+4,372	New	+$112K	0.03%	403