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
WDFC Wd 40 CO Basic Materials	Q1 2021 Filed on Apr 29, 2021	94	$258.65 - $332.29 $24.3K - $31.2K
WBS Webster Financial Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	4	$41.93 - $62.37 $168 - $249
Weingarten Realty Investors Sbi	Q1 2021 Filed on Apr 29, 2021	14	N/A
WBT Welbilt, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	1,352	$12.57 - $16.91 $17K - $22.9K
WEN Wendy'S CO Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	79	$19.38 - $21.78 $1.53K - $1.72K
WERN Werner Enterprises Inc Industrials	Q1 2021 Filed on Apr 29, 2021	132	$38.8 - $48.04 $5.12K - $6.34K
WABC Westamerica Bancorporation Financial Services	Q1 2021 Filed on Apr 29, 2021	25	$55.82 - $66.43 $1.4K - $1.66K
MMU Western Asset Managed Municipals Fund Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	1,025	$12.55 - $13.45 $12.9K - $13.8K
MNP Western Asset Municipal Partners Fund Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	1,375	$14.82 - $15.61 $20.4K - $21.5K
WIA Western Asset Inflation Linked Income Fund Financial Services	Q1 2021 Filed on Apr 29, 2021	494	$12.64 - $13.31 $6.24K - $6.58K
WDC Western Digital Corp Technology	Q1 2021 Filed on Apr 29, 2021	88	$49.47 - $72.21 $4.35K - $6.35K
WU Western Union CO Financial Services	Q1 2021 Filed on Apr 29, 2021	291	$21.66 - $25.37 $6.3K - $7.38K
WLK Westlake Corp Basic Materials	Q1 2021 Filed on Apr 29, 2021	32	$76.46 - $95.16 $2.45K - $3.05K
WRK West Rock CO Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	207	$40.7 - $53.58 $8.42K - $11.1K
WHG Westwood Holdings Group Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	1,068	$11.84 - $18.78 $12.6K - $20.1K
WEX Wex Inc. Technology	Q1 2021 Filed on Apr 29, 2021	9	$187.22 - $230.0 $1.68K - $2.07K
WY Weyerhaeuser CO Real Estate	Q1 2021 Filed on Apr 29, 2021	2,326	$31.19 - $36.15 $72.5K - $84.1K
WHR Whirlpool Corp Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	285	$176.9 - $223.09 $50.4K - $63.6K
WTM White Mountains Insurance Group LTD Financial Services	Q1 2021 Filed on Apr 29, 2021	4	$1010.0 - $1267.52 $4.04K - $5.07K
WSR Whitestone Reit Real Estate	Q1 2021 Filed on Apr 29, 2021	7,616	$7.6 - $10.37 $57.9K - $79K
WSM Williams Sonoma Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	140	$102.95 - $184.0 $14.4K - $25.8K
WSC Will Scot Mobile Mini Holdings Corp. Industrials	Q1 2021 Filed on Apr 29, 2021	73	$23.3 - $27.83 $1.7K - $2.03K
WINA Winmark Corp Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	6	$170.53 - $188.0 $1.02K - $1.13K
WGO Winnebago Industries Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	14	$61.18 - $87.53 $857 - $1.23K
WTFC Wintrust Financial Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	7	$60.19 - $84.03 $421 - $588
ELD Wisdomtree Emerging Local Debt ETFs	Q1 2021 Filed on Apr 29, 2021	40	$31.69 - $34.86 $1.27K - $1.39K
WIX Wix.Com Ltd. Technology	Q1 2021 Filed on Apr 29, 2021	351	$241.28 - $353.09 $84.7K - $124K
COOP Mr. Cooper Group Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	87	$27.23 - $36.93 $2.37K - $3.21K
WWW Wolverine World Wide Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,769	$28.64 - $41.42 $50.7K - $73.3K
WWD Woodward, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	851	$110.7 - $127.12 $94.2K - $108K
WRLD World Acceptance Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	37	$104.9 - $164.61 $3.88K - $6.09K
INT World Fuel Services Corp Energy	Q1 2021 Filed on Apr 29, 2021	537	$30.59 - $36.97 $16.4K - $19.9K
WWE World Wrestling Entertainmentinc Communication Services	Q1 2021 Filed on Apr 29, 2021	2,487	$46.41 - $58.28 $115K - $145K
WOR Worthington Industries Inc Industrials	Q1 2021 Filed on Apr 29, 2021	405	$51.19 - $73.45 $20.7K - $29.7K
WPP Wpp PLC Communication Services	Q1 2021 Filed on Apr 29, 2021	564	$51.94 - $64.96 $29.3K - $36.6K
WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	2,099	$57.34 - $71.36 $120K - $150K
Wyndham Worldwide Corp	Q1 2021 Filed on Apr 29, 2021	169	N/A
WYNN Wynn Resorts LTD Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	100	$99.53 - $140.0 $9.95K - $14K
XNCR Xencor Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	693	$40.81 - $53.88 $28.3K - $37.3K
Xeris Pharmaceuticals Inc Com	Q1 2021 Filed on Apr 29, 2021	55	N/A
XRX Xerox Holdings Corp Technology	Q1 2021 Filed on Apr 29, 2021	891	$20.75 - $26.91 $18.5K - $24K
XOMA Xoma Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	217	$33.21 - $43.99 $7.21K - $9.55K
XPO Xpo Logistics, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	52	$64.27 - $74.74 $3.34K - $3.89K
ASHS Xtrackers Harvest Csi 500 Chin ETFs	Q1 2021 Filed on Apr 29, 2021	50	$34.04 - $38.13 $1.7K - $1.91K
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	Q1 2021 Filed on Apr 29, 2021	884	$33.53 - $36.45 $29.6K - $32.2K
HYLB Xtrackers Usd High Yield Corp ETFs	Q1 2021 Filed on Apr 29, 2021	7	$39.38 - $40.31 $276 - $282
Yandex N.V. Com Cl A	Q1 2021 Filed on Apr 29, 2021	13	N/A
YELP Yelp Inc Communication Services	Q1 2021 Filed on Apr 29, 2021	1,763	$29.29 - $43.43 $51.6K - $76.6K
YETI Yeti Holdings, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	263	$65.09 - $78.04 $17.1K - $20.5K
ZLAB Zai Lab LTD Healthcare	Q1 2021 Filed on Apr 29, 2021	117	$126.27 - $191.71 $14.8K - $22.4K

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