Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2021 Filed on Apr 29, 2021
59
$155.83 - $173.21 $9.19K - $10.2K
CLR
Continental Resources, Inc

Energy
Q1 2021 Filed on Apr 29, 2021
174
$17.15 - $31.74 $2.98K - $5.52K
COO
Cooper Companies, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
171
$357.26 - $392.57 $61.1K - $67.1K
Cooper Tire & Rubr CO Com
Q1 2021 Filed on Apr 29, 2021
101
N/A
CPA
Copa Holdings, S.A.

Industrials
Q1 2021 Filed on Apr 29, 2021
122
$72.82 - $93.92 $8.88K - $11.5K
Core Mark Holding CO Inc
Q1 2021 Filed on Apr 29, 2021
60
N/A
Corelogic, Inc.
Q1 2021 Filed on Apr 29, 2021
90
N/A
Coresite Rlty Corp Com
Q1 2021 Filed on Apr 29, 2021
28
N/A
CRMD
Cor Medix Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
171
$6.84 - $17.58 $1.17K - $3.01K
Cornerstone Ondemand Inc
Q1 2021 Filed on Apr 29, 2021
96
N/A
CXW
Core Civic, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
73
$6.26 - $9.31 $457 - $680
CRSR
Corsair Gaming, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
160
$30.8 - $45.99 $4.93K - $7.36K
CRVL
Corvel Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
307
$98.82 - $110.46 $30.3K - $33.9K
CSGP
Costar Group, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
15
$75.85 - $93.98 $1.14K - $1.41K
PRMW
Primo Water Corp

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
1,649
$14.29 - $17.48 $23.6K - $28.8K
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
143
$6.33 - $9.37 $905 - $1.34K
CUZ
Cousins Properties Inc

Real Estate
Q1 2021 Filed on Apr 29, 2021
17
$31.39 - $36.65 $534 - $623
CVA
Covanta Holding Corporation

Industrials
Q1 2021 Filed on Apr 29, 2021
1,602
N/A
CVET
Covetrus, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
351
$28.29 - $39.89 $9.93K - $14K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
736
$126.53 - $173.54 $93.1K - $128K
BAP
Credicorp LTD

Financial Services
Q1 2021 Filed on Apr 29, 2021
7
$136.57 - $167.94 $956 - $1.18K
CACC
Credit Acceptance Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
220
$325.19 - $425.76 $71.5K - $93.7K
CEQP
Crestwood Equity Partners LP

Energy
Q1 2021 Filed on Apr 29, 2021
9
$18.29 - $27.92 $165 - $251
CRH
Crh Public LTD CO

Basic Materials
Q1 2021 Filed on Apr 29, 2021
1,402
$41.14 - $48.67 $57.7K - $68.2K
CRON
Cronos Group Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
100
$7.52 - $15.55 $752 - $1.56K
CCRN
Cross Country Healthcare Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
41
$8.72 - $13.53 $358 - $555
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
97
$86.0 - $101.01 $8.34K - $9.8K
CSGS
Csg Systems International Inc

Technology
Q1 2021 Filed on Apr 29, 2021
388
$43.09 - $48.83 $16.7K - $18.9K
CSWI
Csw Industrials, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
172
$110.67 - $138.33 $19K - $23.8K
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,595
$31.15 - $44.57 $49.7K - $71.1K
CUBE
Cube Smart

Real Estate
Q1 2021 Filed on Apr 29, 2021
31
$31.87 - $38.56 $988 - $1.2K
Cubic Corp Com
Q1 2021 Filed on Apr 29, 2021
16
N/A
CUE
Cue Biopharma, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
268
$11.2 - $16.09 $3K - $4.31K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
7
$87.61 - $117.21 $613 - $820
CULP
Culp Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
118
$14.96 - $17.48 $1.77K - $2.06K
CPIX
Cumberland Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
15
$2.99 - $3.58 $44.9 - $53.7
CW
Curtiss Wright Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
16
$103.79 - $123.92 $1.66K - $1.98K
CWK
Cushman & Wakefield PLC

Real Estate
Q1 2021 Filed on Apr 29, 2021
741
$14.08 - $17.46 $10.4K - $12.9K
CUBI
Customers Bancorp, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
197
$18.14 - $32.13 $3.57K - $6.33K
CUTR
Cutera Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
170
$22.61 - $37.46 $3.84K - $6.37K
CVI
Cvr Energy Inc

Energy
Q1 2021 Filed on Apr 29, 2021
160
$14.81 - $26.04 $2.37K - $4.17K
DAN
Dana Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
2,475
$19.08 - $26.86 $47.2K - $66.5K
DNMR
Danimer Scientific, Inc.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
103,500
$22.41 - $64.29 $2.32M - $6.65M
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
540
$112.1 - $148.98 $60.5K - $80.4K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
23
$27.01 - $49.1 $621 - $1.13K
DVA
Davita Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
177
$99.98 - $123.89 $17.7K - $21.9K
Dean Foods CO New Com New
Q1 2021 Filed on Apr 29, 2021
400
N/A
Del Taco Restaurants Inc Com
Q1 2021 Filed on Apr 29, 2021
5,358
N/A
DK
Delek Us Holdings, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
1,096
$15.33 - $26.33 $16.8K - $28.9K
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