CWM
Cornerstone Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
47,387
+2,574
| +6% | +$116K | 0.13% | 149 |
|
|
2025
Q1 | $1.89M | Buy |
44,813
+3,153
| +8% | +$133K | 0.13% | 156 |
|
|
2024
Q4 | $1.99M | Sell |
41,660
-565
| -1% | -$27K | 0.13% | 150 |
|
|
2024
Q3 | $1.93M | Sell |
42,225
-345
| -0.8% | -$15.8K | 0.14% | 145 |
|
|
2024
Q2 | $1.69M | Buy |
42,570
+4,780
| +13% | +$190K | 0.13% | 147 |
|
|
2024
Q1 | $1.69M | Buy |
37,790
+1,353
| +4% | +$60.5K | 0.14% | 143 |
|
|
2023
Q4 | $1.58M | Buy |
36,437
+4,109
| +13% | +$178K | 0.14% | 142 |
|
|
2023
Q3 | $1.07M | Buy |
32,328
+509
| +2% | +$16.8K | 0.1% | 171 |
|
|
2023
Q2 | $1.05M | Buy |
31,819
+3,112
| +11% | +$103K | 0.09% | 175 |
|
|
2023
Q1 | $1.03M | Buy |
+28,707
| New | +$1.03M | 0.1% | 170 |
|
|
2022
Q3 | $1.15M | Sell |
28,584
-1,720
| -6% | -$69.4K | 0.13% | 139 |
|
|
2022
Q2 | $1.4M | Buy |
30,304
+3,237
| +12% | +$149K | 0.15% | 128 |
|
|
2022
Q1 | $1.44M | Buy |
27,067
+662
| +3% | +$35.2K | 0.14% | 136 |
|
|
2021
Q4 | $1.49M | Buy |
26,405
+2,511
| +11% | +$141K | 0.14% | 145 |
|
|
2021
Q3 | $1.42M | Sell |
23,894
-3,958
| -14% | -$235K | 0.15% | 141 |
|
|
2021
Q2 | $1.59M | Sell |
27,852
-530
| -2% | -$30.2K | 0.17% | 125 |
|
|
2021
Q1 | $1.57M | Buy |
28,382
+1,446
| +5% | +$80K | 0.19% | 117 |
|
|
2020
Q4 | $1.26M | Buy |
26,936
+471
| +2% | +$21.9K | 0.16% | 126 |
|
|
2020
Q3 | $949K | Buy |
26,465
+241
| +0.9% | +$8.64K | 0.14% | 143 |
|
|
2020
Q2 | $966K | Buy |
26,224
+367
| +1% | +$13.5K | 0.16% | 137 |
|
|
2020
Q1 | $891K | Buy |
25,857
+1,848
| +8% | +$63.7K | 0.17% | 115 |
|
|
2019
Q4 | $1.42M | Sell |
24,009
-1,049
| -4% | -$62.2K | 0.23% | 82 |
|
|
2019
Q3 | $1.39M | Sell |
25,058
-320
| -1% | -$17.7K | 0.24% | 80 |
|
|
2019
Q2 | $1.32M | Buy |
25,378
+2,267
| +10% | +$118K | 0.24% | 86 |
|
|
2019
Q1 | $2.57M | Sell |
23,111
-541
| -2% | -$60.3K | 0.31% | 78 |
|
|
2018
Q4 | $1.09M | Sell |
23,652
-1,168,993
| -98% | -$53.8M | 0.23% | 89 |
|
|
2018
Q3 | $22.1M | Buy |
1,192,645
+59,025
| +5% | +$1.1M | 0.28% | 83 |
|
|
2018
Q2 | $22.5M | Buy |
1,133,620
+1,111,912
| +5,122% | +$22.1M | 0.25% | 89 |
|
|
2018
Q1 | $1.08M | Sell |
21,708
-307
| -1% | -$15.2K | 0.21% | 105 |
|
|
2017
Q4 | $1.23M | Sell |
22,015
-132
| -0.6% | -$7.38K | 0.23% | 96 |
|
|
2017
Q3 | $1.19M | Sell |
22,147
-166
| -0.7% | -$8.91K | 0.25% | 92 |
|
|
2017
Q2 | $1.16M | Buy |
22,313
+718
| +3% | +$37.3K | 0.26% | 83 |
|
|
2017
Q1 | $1.1M | Buy |
21,595
+3,533
| +20% | +$180K | 0.27% | 78 |
|
|
2016
Q4 | $929K | Sell |
18,062
-202
| -1% | -$10.4K | 0.3% | 71 |
|
|
2016
Q3 | $782K | Buy |
+18,264
| New | +$782K | 0.29% | 67 |
|