Institutions / Pinnacle Wealth Planning Services, Inc. / Activity
Activity — Pinnacle Wealth Planning Services, Inc.
2,519 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | ET Energy Transfer LP MLP | $-32.29M | -1.7M -44.03% | 2,146,965 3.91% of portfolio | medium |
| Q2 2026 as of | Trim | 92189F486 Common stock | $-22.75M | -888K -21.98% | 3,153,628 7.69% of portfolio | medium |
| Q2 2026 as of | Add | 464287234 Common stock | $12.57M | +184K +1161.47% | 199,501 1.30% of portfolio | medium |
| Q2 2026 as of | Trim | Intel Corp Common stock | $-6.92M | -50K -56.72% | 37,837 0.50% of portfolio | medium |
| Q2 2026 as of | Add | 78468R853 Common stock | $6.41M | +111K +6.15% | 1,920,706 10.55% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $4.76M | +38K +319.73% | 50,334 0.60% of portfolio | low |
| Q2 2026 as of | Add | NIKE, Inc. Common stock | $4.35M | +106K +740.38% | 120,259 0.47% of portfolio | low |
| Q2 2026 as of | Trim | Sandisk Corp Common stock | $-2.65M | -1K -55.00% | 953 0.21% of portfolio | low |
| Q2 2026 as of | New | FSK FS KKR Capital Corp Common Stock | $2.47M | +235K | 234,924 0.23% of portfolio | low |
| Q2 2026 as of | Add | 78464A649 Common stock | $2.43M | +95K +10.03% | 1,042,937 2.54% of portfolio | low |
| Q2 2026 as of | Add | 78464A508 Common stock | $2.40M | +40K +6.73% | 626,738 3.63% of portfolio | low |
| Q2 2026 as of | Add | Lululemon Athletica Inc Common stock | $2.30M | +20K +30058.21% | 20,206 0.22% of portfolio | low |
| Q2 2026 as of | Exit | 046353108 Common stock | $-1.96M | -21K -100.00% | 0 | low |
| Q2 2026 as of | New | G0593M107 Common stock | $1.92M | +10K | 10,147 0.18% of portfolio | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $1.75M | +6K +965.72% | 6,405 0.18% of portfolio | low |
| Q2 2026 as of | Add | KKR & Co. Inc. Common stock | $1.69M | +18K +2194.74% | 19,207 0.17% of portfolio | low |
| Q2 2026 as of | Exit | First Trust Exchange-Traded Fund VIII Common stock | $-1.55M | -35K -100.00% | 0 | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-1.52M | -8K -6.28% | 113,064 2.15% of portfolio | low |
| Q2 2026 as of | Add | 464288877 Common stock | $1.47M | +19K +10.91% | 195,509 1.43% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $1.22M | +7K | 7,121 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-1.19M | -3K -8.25% | 35,440 1.26% of portfolio | low |
| Q2 2026 as of | Trim | Valero Energy Corp Common stock | $-1.17M | -4K -89.63% | 518 0.01% of portfolio | low |
| Q2 2026 as of | Add | 464288885 Common stock | $1.13M | +9K +14.22% | 72,876 0.86% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $1.08M | +10K +13.45% | 87,735 0.87% of portfolio | low |
| Q2 2026 as of | Add | 922908736 Common stock | $1.03M | +12K +16225.68% | 12,081 0.10% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $1.02M | +5K +181.22% | 7,202 0.15% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $912.9K | +2K +124.41% | 4,450 0.16% of portfolio | low |
| Q2 2026 as of | Add | 92206C409 Common stock | $912.2K | +12K +43.09% | 38,327 0.29% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $909.3K | +13K +50.41% | 37,999 0.26% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-890.6K | -3K -3.31% | 89,844 2.48% of portfolio | low |
| Q2 2026 as of | Trim | Marvell Technology, Inc. Common stock | $-866.3K | -3K -56.25% | 2,262 0.06% of portfolio | low |
| Q2 2026 as of | Add | 46429B663 Common stock | $775.0K | +28K +400.00% | 35,345 0.09% of portfolio | low |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $759.5K | +4K +2536.31% | 4,429 0.08% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $701.5K | +3K +19.99% | 15,578 0.40% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $611.7K | +2K +51.37% | 5,286 0.17% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-604.4K | -1K -7.78% | 12,713 0.68% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $602.9K | +5K +2.74% | 189,928 2.15% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-598.5K | -562 -21.10% | 2,101 0.21% of portfolio | low |
| Q2 2026 as of | Add | Texas Instruments Inc Common stock | $597.0K | +2K +38.31% | 7,232 0.21% of portfolio | low |
| Q2 2026 as of | Add | Micron Technology Inc Common stock | $555.2K | +481 +14.62% | 3,772 0.41% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $548.6K | +7K +284.30% | 9,204 0.07% of portfolio | low |
| Q2 2026 as of | New | 06829D107 Common stock | $546.3K | +22K | 22,390 0.05% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $538.3K | +2K | 2,470 0.05% of portfolio | low |
| Q2 2026 as of | Add | SSGA Active Trust Common stock | $534.3K | +13K +5.85% | 226,324 0.92% of portfolio | low |
| Q2 2026 as of | Trim | Coherent Corp Common stock | $-530.6K | -1K -55.15% | 1,094 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-529.1K | -2K -4.05% | 52,614 1.19% of portfolio | low |
| Q2 2026 as of | Add | 464287622 Common stock | $525.4K | +1K +77.95% | 2,929 0.11% of portfolio | low |
| Q2 2026 as of | Add | 464287655 Common stock | $507.8K | +2K +8.61% | 21,319 0.61% of portfolio | low |
| Q2 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $486.5K | +3K +54.43% | 8,126 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 808524771 Common stock | $-484.4K | -16K -22.15% | 54,749 0.16% of portfolio | low |