PINNACLE WEALTH PLANNING SERVICES, INC. – Arthur J. Gallagher & Co. Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$1.90M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
+5.02%
quarter
Arthur J. Gallagher & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.89% | -450 shares | 18K | $171.22 | 11.11K |
| Q2 2022 | share | Increase | +4.66% | 515 shares | -44K | $163.04 | 11.56K |
| Q1 2022 | share | Decrease | -0.11% | -12 shares | 52K | $174.6 | 11.05K |
| Q4 2021 | share | Decrease | -0.20% | -22 shares | 230K | $168.76 | 11.06K |
| Q3 2021 | share | Decrease | -0.47% | -52 shares | 87K | $148.22 | 11.08K |
| Q2 2021 | share | Decrease | -0.06% | -7 shares | 170K | $139.22 | 11.14K |
| Q1 2021 | share | Increase | +373.33% | 8.79K shares | 1.09M | $123.59 | 11.14K |
| Q4 2020 | share | Increase | +1.90% | 44 shares | 48K | $122.06 | 2.35K |
| Q3 2020 | share | Decrease | -0.26% | -6 shares | 19K | $103.77 | 2.31K |
| Q2 2020 | share | Increase | 0.00% | 2.31K shares | 225K | $95.4 | 2.31K |
| Q1 2020 | share | Decrease | -100.00% | -20.76K shares | -1.97M | $79.4 | 0 |
| Q4 2019 | share | Increase | 0.00% | 20.76K shares | 1.97M | $92.36 | 20.76K |