Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UMH
Umh Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
77
$14.35 - $19.54 $1.1K - $1.5K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
92
$14.51 - $18.7 $1.33K - $1.72K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
56
$17.35 - $24.2 $972 - $1.36K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
63
$14.77 - $20.19 $931 - $1.27K
UFI
Unifi Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
39
$17.59 - $30.44 $686 - $1.19K
UNF
Unifirst Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
306
$210.0 - $257.35 $64.3K - $78.7K
AUB
Atlantic Union Bankshares Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
30
$32.4 - $41.23 $972 - $1.24K
UIS
Unisys Corp

Technology
Q1 2021 Filed on Apr 29, 2021
73
$19.67 - $27.33 $1.44K - $2K
UBSI
United Bankshares Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
97
$31.66 - $40.74 $3.07K - $3.95K
UCBI
United Community Banks Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
48
$28.16 - $36.46 $1.35K - $1.75K
UDR
Udr, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
49
$36.79 - $45.6 $1.8K - $2.23K
UFCS
United Fire Group Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
721
$24.87 - $36.07 $17.9K - $26K
USM
United States Cellular Corp

Communication Services
Q1 2021 Filed on Apr 29, 2021
49
$29.21 - $37.04 $1.43K - $1.81K
X
United States Steel Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
42
$16.26 - $26.17 $683 - $1.1K
USLM
United States Lime & Minerals Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
201
$115.2 - $154.89 $23.2K - $31.1K
UTHR
United Therapeutics Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
63
$153.94 - $174.85 $9.7K - $11K
UVV
Universal Corp

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
297
$45.62 - $59.3 $13.5K - $17.6K
OLED
Universal Display Corp Pa

Technology
Q1 2021 Filed on Apr 29, 2021
6
$189.08 - $260.29 $1.13K - $1.56K
UFPI
Ufp Industries Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
514
$53.94 - $75.84 $27.7K - $39K
UHT
Universal Health Realty Income Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
50
$59.24 - $74.68 $2.96K - $3.73K
UHS
Universal Health Services Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
89
$124.68 - $142.46 $11.1K - $12.7K
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
146
$13.31 - $16.54 $1.94K - $2.41K
UVSP
Univest Financial Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,359
$20.49 - $29.45 $27.8K - $40K
UNM
Unum Group

Financial Services
Q1 2021 Filed on Apr 29, 2021
669
$22.09 - $29.44 $14.8K - $19.7K
UE
Urban Edge Properties

Real Estate
Q1 2021 Filed on Apr 29, 2021
2,824
$12.61 - $18.05 $35.6K - $51K
UBA
Urstadt Biddle Properties Inc

Real Estate
Q1 2021 Filed on Apr 29, 2021
3,358
$13.75 - $18.47 $46.2K - $62K
USNA
Usana Health Sciences Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
34
$77.95 - $101.39 $2.65K - $3.45K
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on Apr 29, 2021
78
$58.36 - $64.15 $4.55K - $5K
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
468
$75.92 - $88.28 $35.5K - $41.3K
VLY
Valley National Bancorp

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,643
$9.74 - $14.37 $16K - $23.6K
VMI
Valmont Industries Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
11
$173.21 - $248.51 $1.91K - $2.73K
VVV
Valvoline Inc

Energy
Q1 2021 Filed on Apr 29, 2021
301
$22.75 - $26.78 $6.85K - $8.06K
VKQ
Invesco Municipal Trust

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,847
$12.53 - $13.33 $23.1K - $24.6K
VOX
Vanguard Communication Service

ETFs
Q1 2021 Filed on Apr 29, 2021
110
$117.72 - $135.22 $12.9K - $14.9K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2021 Filed on Apr 29, 2021
100
$59.7 - $63.96 $5.97K - $6.4K
VUG
Vanguard Growth ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
174
$243.15 - $268.9 $42.3K - $46.8K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2021 Filed on Apr 29, 2021
14
$90.4 - $101.83 $1.27K - $1.43K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2021 Filed on Apr 29, 2021
50
$116.81 - $138.13 $5.84K - $6.91K
VIS
Vanguard Industrial ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
60
$164.98 - $189.86 $9.9K - $11.4K
VGT
Vanguard Information Technolog

ETFs
Q1 2021 Filed on Apr 29, 2021
56
$339.41 - $380.61 $19K - $21.3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on Apr 29, 2021
283
$88.61 - $92.83 $25.1K - $26.3K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2021 Filed on Apr 29, 2021
674
$81.97 - $92.98 $55.2K - $62.7K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2021 Filed on Apr 29, 2021
265
$82.08 - $82.89 $21.8K - $22K
VGSH
Vanguard

ETFs
Q1 2021 Filed on Apr 29, 2021
186
$61.49 - $61.63 $11.4K - $11.5K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
70
$262.76 - $302.04 $18.4K - $21.1K
Varian Med Sys Inc Com
Q1 2021 Filed on Apr 29, 2021
226
N/A
VGR
Vector Group LTD

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
347
$11.63 - $15.15 $4.04K - $5.26K
VVX
V2 X, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
6
$48.13 - $59.87 $289 - $359
VECO
Veeco Instruments Inc

Technology
Q1 2021 Filed on Apr 29, 2021
132
$17.76 - $22.7 $2.34K - $3K
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