Pinnacle Wealth Planning Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
7,011
+21
| +0.3% | +$950 | 0.04% | 282 |
|
|
2025
Q1 | $295K | Buy |
6,990
+151
| +2% | +$6.38K | 0.04% | 266 |
|
|
2024
Q4 | $327K | Sell |
6,839
-1,574
| -19% | -$75.3K | 0.05% | 234 |
|
|
2024
Q3 | $385K | Sell |
8,413
-111
| -1% | -$5.08K | 0.05% | 237 |
|
|
2024
Q2 | $338K | Sell |
8,524
-1,488
| -15% | -$59.1K | 0.05% | 260 |
|
|
2024
Q1 | $448K | Buy |
10,012
+1,890
| +23% | +$84.5K | 0.07% | 208 |
|
|
2023
Q4 | $352K | Sell |
8,122
-4,179
| -34% | -$181K | 0.06% | 230 |
|
|
2023
Q3 | $407K | Buy |
12,301
+3,866
| +46% | +$128K | 0.07% | 195 |
|
|
2023
Q2 | $279K | Buy |
8,435
+1,018
| +14% | +$33.6K | 0.05% | 278 |
|
|
2023
Q1 | $267K | Sell |
7,417
-2,569
| -26% | -$92.6K | 0.04% | 294 |
|
|
2022
Q4 | $435K | Sell |
9,986
-142
| -1% | -$6.19K | 0.08% | 188 |
|
|
2022
Q3 | $408K | Sell |
10,128
-1,225
| -11% | -$49.3K | 0.08% | 174 |
|
|
2022
Q2 | $522K | Buy |
11,353
+1,771
| +18% | +$81.4K | 0.09% | 147 |
|
|
2022
Q1 | $509K | Sell |
9,582
-712
| -7% | -$37.8K | 0.09% | 164 |
|
|
2021
Q4 | $578K | Buy |
10,294
+536
| +5% | +$30.1K | 0.11% | 136 |
|
|
2021
Q3 | $580K | Buy |
9,758
+286
| +3% | +$17K | 0.13% | 121 |
|
|
2021
Q2 | $539K | Sell |
9,472
-55
| -0.6% | -$3.13K | 0.13% | 121 |
|
|
2021
Q1 | $527K | Buy |
9,527
+634
| +7% | +$35.1K | 0.14% | 120 |
|
|
2020
Q4 | $414K | Buy |
8,893
+220
| +3% | +$10.2K | 0.1% | 134 |
|
|
2020
Q3 | $311K | Buy |
8,673
+1,730
| +25% | +$62K | 0.1% | 163 |
|
|
2020
Q2 | $255K | Sell |
6,943
-1,892
| -21% | -$69.5K | 0.08% | 178 |
|
|
2020
Q1 | $303K | Buy |
8,835
+510
| +6% | +$17.5K | 0.14% | 134 |
|
|
2019
Q4 | $493K | Buy |
8,325
+1,548
| +23% | +$91.7K | 0.23% | 88 |
|
|
2019
Q3 | $375K | Buy |
6,777
+791
| +13% | +$43.8K | 0.2% | 97 |
|
|
2019
Q2 | $314K | Buy |
5,986
+550
| +10% | +$28.9K | 0.19% | 105 |
|
|
2019
Q1 | $262K | Buy |
+5,436
| New | +$262K | 0.18% | 115 |
|
|
2018
Q4 | – | Sell |
-6,205
| Closed | -$327K | – | 189 |
|
|
2018
Q3 | $327K | Buy |
6,205
+219
| +4% | +$11.5K | 0.3% | 111 |
|
|
2018
Q2 | $300K | Buy |
5,986
+50
| +0.8% | +$2.51K | 0.29% | 115 |
|
|
2018
Q1 | $300K | Buy |
+5,936
| New | +$300K | 0.31% | 113 |
|