CPIA
Cornell Pochily Investment Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
8,605
-3,592
| -29% | -$163K | 0.13% | 132 |
|
|
2025
Q1 | $515K | Sell |
12,197
-899
| -7% | -$38K | 0.18% | 111 |
|
|
2024
Q4 | $626K | Sell |
13,096
-365
| -3% | -$17.5K | 0.22% | 103 |
|
|
2024
Q3 | $616K | Buy |
13,461
+1
| +0% | +$46 | 0.21% | 106 |
|
|
2024
Q2 | $534K | Sell |
13,460
-599
| -4% | -$23.8K | 0.2% | 107 |
|
|
2024
Q1 | $628K | Sell |
14,059
-266
| -2% | -$11.9K | 0.25% | 98 |
|
|
2023
Q4 | $620K | Sell |
14,325
-2,805
| -16% | -$121K | 0.26% | 98 |
|
|
2023
Q3 | $566K | Sell |
17,130
-3,112
| -15% | -$103K | 0.25% | 98 |
|
|
2023
Q2 | $669K | Sell |
20,242
-520
| -3% | -$17.2K | 0.28% | 96 |
|
|
2023
Q1 | $748K | Sell |
20,762
-954
| -4% | -$34.4K | 0.32% | 89 |
|
|
2022
Q4 | $947K | Buy |
21,716
+2
| +0% | +$87 | 0.42% | 73 |
|
|
2022
Q3 | $876K | Sell |
21,714
-441
| -2% | -$17.8K | 0.38% | 75 |
|
|
2022
Q2 | $1.02M | Sell |
22,155
-626
| -3% | -$28.8K | 0.46% | 69 |
|
|
2022
Q1 | $1.21M | Buy |
22,781
+957
| +4% | +$50.9K | 0.47% | 65 |
|
|
2021
Q4 | $1.23M | Buy |
21,824
+243
| +1% | +$13.7K | 0.48% | 58 |
|
|
2021
Q3 | $1.28M | Buy |
21,581
+873
| +4% | +$51.9K | 0.56% | 49 |
|
|
2021
Q2 | $1.18M | Buy |
20,708
+308
| +2% | +$17.6K | 0.52% | 51 |
|
|
2021
Q1 | $1.13M | Buy |
20,400
+75
| +0.4% | +$4.15K | 0.54% | 49 |
|
|
2020
Q4 | $947K | Buy |
20,325
+27
| +0.1% | +$1.26K | 0.46% | 61 |
|
|
2020
Q3 | $728K | Sell |
20,298
-4,007
| -16% | -$144K | 0.42% | 65 |
|
|
2020
Q2 | $895K | Sell |
24,305
-2,205
| -8% | -$81.2K | 0.56% | 48 |
|
|
2020
Q1 | $913K | Buy |
26,510
+48
| +0.2% | +$1.65K | 0.68% | 43 |
|
|
2019
Q4 | $1.57M | Sell |
26,462
-153
| -0.6% | -$9.07K | 0.94% | 29 |
|
|
2019
Q3 | $1.47M | Buy |
26,615
+3,962
| +17% | +$219K | 0.94% | 32 |
|
|
2019
Q2 | $1.19K | Sell |
22,653
-293
| -1% | -$15 | 0.3% | 43 |
|
|
2019
Q1 | $1.11M | Sell |
22,946
-18
| -0.1% | -$867 | 0.75% | 39 |
|
|
2018
Q4 | $1.05M | Buy |
22,964
+580
| +3% | +$26.5K | 0.68% | 41 |
|
|
2018
Q3 | $1.18M | Sell |
22,384
-335
| -1% | -$17.7K | 0.8% | 36 |
|
|
2018
Q2 | $1.14M | Sell |
22,719
-62
| -0.3% | -$3.1K | 0.78% | 36 |
|
|
2018
Q1 | $1.15M | Buy |
22,781
+54
| +0.2% | +$2.73K | 0.81% | 35 |
|
|
2017
Q4 | $1.22M | Buy |
+22,727
| New | +$1.22M | 0.79% | 37 |
|