Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $655 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
382
$12.03 - $12.65 $4.6K - $4.83K
PIPR
Piper Sandler Companies

Financial Services
Q1 2021 Filed on Apr 29, 2021
109
$91.33 - $123.0 $9.95K - $13.4K
PBI
Pitney Bowes Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
220
$6.33 - $13.63 $1.39K - $3K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
5
$72.0 - $88.68 $360 - $443
POLY
Plantronics Inc

Technology
Q1 2021 Filed on Apr 29, 2021
76
$26.29 - $44.72 $2K - $3.4K
PHI
Pldt Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
2,674
$25.22 - $30.78 $67.4K - $82.3K
PLXS
Plexus Corp

Technology
Q1 2021 Filed on Apr 29, 2021
168
$75.85 - $93.48 $12.7K - $15.7K
Pluralsight Inc Com Cl A
Q1 2021 Filed on Apr 29, 2021
9
N/A
PNM
Pnm Resources Inc

Utilities
Q1 2021 Filed on Apr 29, 2021
113
$47.1 - $49.14 $5.32K - $5.55K
RL
Ralph Lauren Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
45
$100.81 - $126.55 $4.54K - $5.69K
POOL
Pool Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
59
$314.43 - $390.99 $18.6K - $23.1K
BPOP
Popular, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
35
$55.15 - $73.52 $1.93K - $2.57K
POR
Portland General Electric CO

Utilities
Q1 2021 Filed on Apr 29, 2021
1,116
$41.27 - $48.42 $46.1K - $54K
PCH
Potlatchdeltic Corp

Real Estate
Q1 2021 Filed on Apr 29, 2021
757
$47.76 - $54.16 $36.2K - $41K
POWL
Powell Industries Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
18
$28.38 - $36.9 $511 - $664
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
33
$14.51 - $15.16 $479 - $500
PPL
Ppl Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
2,412
$26.19 - $29.69 $63.2K - $71.6K
Pq Group Hldgs Inc Com
Q1 2021 Filed on Apr 29, 2021
154
N/A
PRAA
Pra Group Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
32
$32.97 - $39.6 $1.06K - $1.27K
Preferred Apt Cmntys Inc Com
Q1 2021 Filed on Apr 29, 2021
5,337
N/A
PFBC
Preferred Bank

Financial Services
Q1 2021 Filed on Apr 29, 2021
366
$48.29 - $66.59 $17.7K - $24.4K
Premier Financial Corp Com
Q1 2021 Filed on Apr 29, 2021
238
N/A
PINC
Premier, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
42
$32.72 - $37.42 $1.37K - $1.57K
Prgx Global, Inc.
Q1 2021 Filed on Apr 29, 2021
1,252
N/A
PSMT
Pricesmart Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
79
$91.82 - $102.53 $7.25K - $8.1K
PRI
Primerica, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
1
$129.88 - $157.05 $130 - $157
PFG
Principal Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,831
$48.31 - $61.55 $88.5K - $113K
PRA
Proassurance Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
30
$18.1 - $28.5 $543 - $855
PRGS
Progress Software Corp

Technology
Q1 2021 Filed on Apr 29, 2021
665
$40.18 - $48.81 $26.7K - $32.5K
PUMP
Pro Petro Holding Corp.

Energy
Q1 2021 Filed on Apr 29, 2021
61
$7.57 - $13.76 $462 - $839
PRO
Pros Holdings, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
268
$41.73 - $49.89 $11.2K - $13.4K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2021 Filed on Apr 29, 2021
2
$16.47 - $22.34 $32.9 - $44.7
PB
Prosperity Bancshares Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
6
$67.44 - $80.48 $405 - $483
Protein Design Labs Inc
Q1 2021 Filed on Apr 29, 2021
3,806
N/A
PRTA
Prothena Corp Public LTD CO

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,309
$11.0 - $28.24 $14.4K - $37K
PRLB
Proto Labs Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
302
$115.19 - $251.49 $34.8K - $75.9K
Providence Service Corp The Com
Q1 2021 Filed on Apr 29, 2021
75
N/A
PVBC
Provident Bancorp, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
104
$11.39 - $14.71 $1.18K - $1.53K
PFS
Provident Financial Services Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
562
$17.89 - $23.78 $10.1K - $13.4K
Provident New York Bancorp
Q1 2021 Filed on Apr 29, 2021
274
N/A
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
5,950
$14.82 - $15.71 $88.2K - $93.5K
PTCT
Ptc Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
218
$46.8 - $68.92 $10.2K - $15K
PSTG
Pure Storage, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
13
$19.37 - $28.9 $252 - $376
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q1 2021 Filed on Apr 29, 2021
4,884
$13.2 - $13.88 $64.5K - $67.8K
PVH
Pvh Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
59
$82.45 - $108.79 $4.86K - $6.42K
Pzena Invt Mgmt Inc Cl A
Q1 2021 Filed on Apr 29, 2021
917
N/A
QTWO
Q2 Holdings, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
274
$98.48 - $146.7 $27K - $40.2K
Qad Inc Cl A
Q1 2021 Filed on Apr 29, 2021
39
N/A
QCRH
Qcr Holdings Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
407
$38.25 - $48.47 $15.6K - $19.7K
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