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
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
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
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on Apr 29, 2021
597
$46.25 - $56.02 $27.6K - $33.4K
Qts Rlty Tr Inc Com Cl A
Q1 2021 Filed on Apr 29, 2021
1,895
N/A
KWR
Quaker Chemical Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
65
$233.05 - $298.34 $15.1K - $19.4K
NXGN
Nextgen Healthcare, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
2,116
$18.01 - $23.35 $38.1K - $49.4K
NX
Quanex Building Products Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
288
$21.99 - $27.3 $6.33K - $7.86K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
262
$114.63 - $133.34 $30K - $34.9K
Quidel Corp Com
Q1 2021 Filed on Apr 29, 2021
213
N/A
QNST
Quinstreet, Inc

Communication Services
Q1 2021 Filed on Apr 29, 2021
2,984
$19.7 - $24.76 $58.8K - $73.9K
QUOT
Quotient Technology Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
109
$8.86 - $16.69 $966 - $1.82K
ROLL
Rbc Bearings Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
289
$167.33 - $203.62 $48.4K - $58.8K
RDUS
Radius Health, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
952
$18.17 - $25.77 $17.3K - $24.5K
RDNT
Rad Net, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
112
$17.73 - $23.98 $1.99K - $2.69K
RRC
Range Resources Corp

Energy
Q1 2021 Filed on Apr 29, 2021
436
$7.13 - $11.47 $3.11K - $5K
RPD
Rapid7, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
291
$72.52 - $91.85 $21.1K - $26.7K
Raven Inds Inc Com
Q1 2021 Filed on Apr 29, 2021
1,642
N/A
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2021 Filed on Apr 29, 2021
33
$35.06 - $39.91 $1.16K - $1.32K
Realpage Inc Com
Q1 2021 Filed on Apr 29, 2021
12
N/A
RETA
Reata Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
2
$94.25 - $132.81 $189 - $266
RWT
Redwood Trust Inc

Real Estate
Q1 2021 Filed on Apr 29, 2021
682
$8.4 - $10.82 $5.73K - $7.38K
RRX
Regal Rexnord Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
78
$122.61 - $153.9 $9.56K - $12K
REG
Regency Centers Corp

Real Estate
Q1 2021 Filed on Apr 29, 2021
65
$44.02 - $59.65 $2.86K - $3.88K
RGNX
Regenxbio Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,085
$33.61 - $49.95 $36.5K - $54.2K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q1 2021 Filed on Apr 29, 2021
408
$116.08 - $155.62 $47.4K - $63.5K
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2021 Filed on Apr 29, 2021
26
$147.93 - $171.0 $3.85K - $4.45K
Renewable Energy Group Inc Com New
Q1 2021 Filed on Apr 29, 2021
301
N/A
RCII
Rent A Center Inc De

Industrials
Q1 2021 Filed on Apr 29, 2021
157
$38.14 - $64.25 $5.99K - $10.1K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
78
$21.29 - $31.51 $1.66K - $2.46K
RGP
Resources Connection, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
661
$11.54 - $14.47 $7.63K - $9.56K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
125
$57.11 - $67.92 $7.14K - $8.49K
RH
Rh

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
76
$441.46 - $600.0 $33.6K - $45.6K
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