Pinnacle Wealth Planning Services, Inc. Spdr Index Shs Fd Spdr S&P Int Transaction History

Pinnacle Wealth Planning Services, Inc.

$733 Million
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$27.19 - $31.79 $1.42 Million - $1.66 Million	52,135 Added 13.98%	424,982 $13.5 Million
Q3 2023 Nov 07, 2023	BUY	$29.06 - $31.84 $177,266 - $194,224	6,100 Added 1.66%	372,847 $10.9 Million
Q2 2023 Aug 07, 2023	BUY	$29.92 - $31.69 $735,643 - $779,162	24,587 Added 7.19%	366,747 $11.2 Million
Q1 2023 May 03, 2023	BUY	$29.24 - $32.3 $2.79 Million - $3.08 Million	95,467 Added 38.7%	342,160 $10.6 Million
Q4 2022 Feb 13, 2023	SELL	$25.66 - $30.49 $32,639 - $38,783	-1,272 Reduced 0.51%	246,693 $7.26 Million
Q3 2022 Nov 09, 2022	SELL	$25.93 - $31.72 $281,366 - $344,193	-10,851 Reduced 4.19%	247,965 $525,000
Q2 2022 Aug 03, 2022	SELL	$28.6 - $35.75 $1.28 Million - $1.6 Million	-44,655 Reduced 14.71%	258,816 $497,000
Q1 2022 Apr 20, 2022	SELL	$33.01 - $37.92 $1.11 Million - $1.27 Million	-33,520 Reduced 9.95%	303,471 $673,000
Q4 2021 Jan 21, 2022	BUY	$36.31 - $39.79 $11.7 Million - $12.8 Million	322,706 Added 2259.05%	336,991 $1.3 Million
Q3 2021 Oct 29, 2021	SELL	$37.38 - $40.51 $37,193 - $40,307	-995 Reduced 6.51%	14,285 $550,000
Q2 2021 Aug 02, 2021	SELL	$37.72 - $39.98 $4,526 - $4,797	-120 Reduced 0.78%	15,280 $590,000
Q1 2021 Apr 29, 2021	SELL	$35.2 - $38.15 $176,176 - $190,940	-5,005 Reduced 24.53%	15,400 $576,000
Q4 2020 Feb 12, 2021	SELL	$29.48 - $35.54 $21,225 - $25,588	-720 Reduced 3.41%	20,405 $722,000
Q3 2020 Nov 03, 2020	SELL	$27.42 - $30.98 $285,771 - $322,873	-10,422 Reduced 33.04%	21,125 $641,000
Q2 2020 Jul 27, 2020	SELL	$21.47 - $29.14 $800,079 - $1.09 Million	-37,265 Reduced 54.15%	31,547 $863,000
Q1 2020 May 11, 2020	BUY	$19.49 - $32.08 $181,295 - $298,408	9,302 Added 15.63%	68,812 $1.4 Million
Q4 2019 Feb 07, 2020	SELL	$28.88 - $32.23 $246,606 - $275,211	-8,539 Reduced 12.55%	59,510 $1.9 Million
Q3 2019 Oct 31, 2019	BUY	$29.18 - $29.78 $492,645 - $502,775	16,883 Added 33.0%	68,049 $1.7 Million
Q2 2019 Aug 06, 2019	BUY	N/A	3,941 Added 8.35%	51,166 $1.53 Million
Q1 2019 May 08, 2019	BUY	N/A	8,900 Added 23.22%	47,225 $1.43 Million
Q4 2018 Mar 01, 2019	BUY	N/A	9,610 Added 33.47%	38,325 $1.07 Million
Q3 2018 Feb 28, 2019	BUY	N/A	7,005 Added 32.27%	28,715 $987,000
Q2 2018 Feb 28, 2019	BUY	N/A	1,400 Added 6.89%	21,710 $745,000
Q1 2018 Feb 28, 2019	BUY	N/A	20,310 New	20,310 $719,000

Others Institutions Holding GWX

# of Institutions

228

Shares Held

14.5M

Call Options Held

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