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
ITRI
Itron, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
74
$83.95 - $120.31 $6.21K - $8.9K
ITT
Itt Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
111
$74.71 - $90.91 $8.29K - $10.1K
Ivy High Income Opportunities Com
Q1 2021 Filed on Apr 29, 2021
481
N/A
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
426
$149.41 - $168.38 $63.6K - $71.7K
ZD
Ziff Davis, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
44
$81.98 - $106.51 $3.61K - $4.69K
JACK
Jack In The Box Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
909
$91.2 - $116.83 $82.9K - $106K
J
Jacobs Engineering Group Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
74
$100.96 - $129.27 $7.47K - $9.57K
JHX
James Hardie Industries PLC

Basic Materials
Q1 2021 Filed on Apr 29, 2021
2,880
$27.91 - $32.08 $80.4K - $92.4K
JRVR
James River Group Holdings, Ltd.

Financial Services
Q1 2021 Filed on Apr 29, 2021
81
$44.44 - $54.7 $3.6K - $4.43K
JHG
Janus Henderson Group PLC

Financial Services
Q1 2021 Filed on Apr 29, 2021
148
$28.42 - $35.15 $4.21K - $5.2K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q1 2021 Filed on Apr 29, 2021
25
$150.19 - $173.5 $3.75K - $4.34K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,578
$78.71 - $106.88 $124K - $169K
JEF
Jefferies Financial Group Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
85
$23.12 - $34.28 $1.97K - $2.91K
JBT
John Bean Technologies Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
24
$111.88 - $150.62 $2.69K - $3.61K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
14
$109.0 - $148.5 $1.53K - $2.08K
YY
Joyy Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
537
$78.64 - $147.8 $42.2K - $79.4K
KFRC
Kforce Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
89
$42.65 - $54.35 $3.8K - $4.84K
KALU
Kaiser Aluminum Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
17
$86.7 - $125.7 $1.47K - $2.14K
KAMN
Kaman Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
716
$48.66 - $59.02 $34.8K - $42.3K
KSU
Kansas City Southern

Industrials
Q1 2021 Filed on Apr 29, 2021
584
N/A
KBH
Kb Home

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
532
$32.49 - $47.37 $17.3K - $25.2K
K
Kellogg CO

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
1,165
$56.86 - $64.95 $66.2K - $75.7K
KMPR
Kemper Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
988
$69.21 - $82.06 $68.4K - $81.1K
KMT
Kennametal Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
530
$35.2 - $42.27 $18.7K - $22.4K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
14
$30.52 - $35.49 $427 - $497
KIM
Kimco Realty Corp

Real Estate
Q1 2021 Filed on Apr 29, 2021
1,624
$14.33 - $19.72 $23.3K - $32K
KEX
Kirby Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
47
$50.76 - $69.9 $2.39K - $3.29K
Kirkland Lake Gold LTD Com
Q1 2021 Filed on Apr 29, 2021
46
N/A
KRG
Kite Realty Group Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
198
$14.33 - $21.35 $2.84K - $4.23K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
3
$37.56 - $49.35 $113 - $148
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
592
$17.12 - $19.19 $10.1K - $11.4K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
43
$40.0 - $49.07 $1.72K - $2.11K
Knoll Inc
Q1 2021 Filed on Apr 29, 2021
138
N/A
KOD
Kodiak Sciences Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
188
$110.45 - $164.47 $20.8K - $30.9K
KSS
Kohls Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
234
$38.78 - $62.99 $9.07K - $14.7K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
133
$36.12 - $53.5 $4.8K - $7.12K
KOP
Koppers Holdings Inc.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
263
$29.84 - $37.27 $7.85K - $9.8K
KFY
Korn Ferry

Industrials
Q1 2021 Filed on Apr 29, 2021
145
$42.43 - $64.98 $6.15K - $9.42K
KRNT
Kornit Digital Ltd.

Industrials
Q1 2021 Filed on Apr 29, 2021
21
$81.77 - $119.41 $1.72K - $2.51K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
2,165
$31.99 - $40.78 $69.3K - $88.3K
Kraton Performance Polymers
Q1 2021 Filed on Apr 29, 2021
377
N/A
KRO
Kronos Worldwide Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
76
$13.98 - $16.08 $1.06K - $1.22K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q1 2021 Filed on Apr 29, 2021
128
$32.28 - $52.15 $4.13K - $6.68K
Kvh Inds Inc Com
Q1 2021 Filed on Apr 29, 2021
3,021
N/A
L Brands Inc Com
Q1 2021 Filed on Apr 29, 2021
182
N/A
LZB
La Z Boy Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
889
$36.89 - $45.49 $32.8K - $40.4K
SR
Spire Inc

Utilities
Q1 2021 Filed on Apr 29, 2021
956
$60.32 - $75.53 $57.7K - $72.2K
LBAI
Lakeland Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,395
$12.63 - $18.37 $17.6K - $25.6K
LKFN
Lakeland Financial Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
727
$53.88 - $76.49 $39.2K - $55.6K
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