PINNACLE WEALTH PLANNING SERVICES, INC. – U.S. Bancorp Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$408,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-12.39%
quarter
U.S. Bancorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.79% | -1.22K shares | -114K | $40.32 | 10.12K |
| Q2 2022 | share | Increase | +18.48% | 1.77K shares | 13K | $46.02 | 11.35K |
| Q1 2022 | share | Decrease | -6.92% | -712 shares | -69K | $53.15 | 9.58K |
| Q4 2021 | share | Increase | +5.49% | 536 shares | -2K | $56.15 | 10.29K |
| Q3 2021 | share | Increase | +3.02% | 286 shares | 41K | $59.44 | 9.75K |
| Q2 2021 | share | Decrease | -0.58% | -55 shares | 12K | $56.54 | 9.47K |
| Q1 2021 | share | Increase | +7.13% | 634 shares | 113K | $54.49 | 9.52K |
| Q4 2020 | share | Increase | +2.54% | 220 shares | 103K | $45.55 | 8.89K |
| Q3 2020 | share | Increase | +24.92% | 1.73K shares | 56K | $34.74 | 8.67K |
| Q2 2020 | share | Decrease | -21.41% | -1.89K shares | -48K | $35.26 | 6.94K |
| Q1 2020 | share | Increase | +6.13% | 510 shares | -190K | $32.61 | 8.83K |
| Q4 2019 | share | Increase | +22.84% | 1.54K shares | 118K | $55.48 | 8.32K |
| Q3 2019 | share | Increase | +13.21% | 791 shares | 61K | $51.41 | 6.77K |
| Q2 2019 | share | Increase | +10.12% | 550 shares | 52K | $48.32 | 5.98K |
| Q1 2019 | share | Increase | 0.00% | 5.43K shares | 262K | $44.12 | 5.43K |
| Q4 2018 | share | Decrease | -100.00% | -6.20K shares | -327K | $41.52 | 0 |
| Q3 2018 | share | Increase | +3.66% | 219 shares | 27K | $47.59 | 6.20K |
| Q2 2018 | share | Increase | +0.84% | 50 shares | 0 | $44.76 | 5.98K |
| Q1 2018 | share | Increase | 0.00% | 5.93K shares | 300K | $44.92 | 5.93K |