Pinnacle Wealth Management Advisory Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,336
| Closed | -$207K | – | 378 |
|
|
2024
Q4 | $207K | Buy |
+4,336
| New | +$207K | 0.02% | 343 |
|
|
2024
Q2 | – | Sell |
-5,087
| Closed | -$227K | – | 364 |
|
|
2024
Q1 | $227K | Buy |
+5,087
| New | +$227K | 0.02% | 311 |
|
|
2023
Q1 | – | Sell |
-5,542
| Closed | -$242K | – | 335 |
|
|
2022
Q4 | $242K | Buy |
+5,542
| New | +$242K | 0.04% | 256 |
|
|
2022
Q3 | – | Sell |
-5,452
| Closed | -$251K | – | 298 |
|
|
2022
Q2 | $251K | Buy |
+5,452
| New | +$251K | 0.04% | 251 |
|