Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
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
ZEN
Zendesk, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
719
$125.49 - $158.0 $90.2K - $114K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
600
$35.69 - $52.72 $21.4K - $31.6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
731
$148.16 - $159.71 $108K - $117K
Zogenix Inc Com New
Q1 2021 Filed on Apr 29, 2021
27
N/A
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
13
$165.75 - $226.48 $2.15K - $2.94K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
630
$27.43 - $38.48 $17.3K - $24.2K
ZUMZ
Zumiez Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
52
$35.7 - $48.66 $1.86K - $2.53K
Zynga Inc
Q1 2021 Filed on Apr 29, 2021
165
N/A
Advanced Micro Devices Inc Jan 21 2022 Call
Q1 2021 Filed on Apr 29, 2021
200
N/A
Advanced Micro Devices Inc Jan 21 2022 Put
Q1 2021 Filed on Apr 29, 2021
200
N/A
UNG
United States Natural Gas Fund, LP

ETFs
Q4 2020 Filed on Feb 12, 2021
12,740
$8.48 - $12.76 $108K - $163K
Seattle Genetics Inc
Q3 2020 Filed on Nov 03, 2020
1,226
N/A
Encana Corp Com
Q1 2020 Filed on May 11, 2020
39,052
N/A
United Technologies Corp Com
Q1 2020 Filed on May 11, 2020
1,954
N/A
Raytheon CO Com New
Q1 2020 Filed on May 11, 2020
1,509
N/A
Aon Corp
Q1 2020 Filed on May 11, 2020
988
N/A
VWAGY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
22,950
$16.95 - $17.77 $389K - $408K
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
Q3 2019 Filed on Oct 31, 2019
50,866
$5.75 - $6.27 $292K - $319K
KDDIY
Kddi Corporation Unsponsored A

Communication Services
Q3 2019 Filed on Oct 31, 2019
22,029
$12.92 - $13.66 $285K - $301K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 31, 2019
10,115
$10.33 - $10.84 $104K - $110K
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