9258 Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.66M | Hold |
|
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|
2023
Q4 | $2.57M | Sell |
|
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|
2023
Q3 | $1.98M | Sell |
|
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $2.2M | Buy |
|
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|
2022
Q4 | $2.07M | Buy |
|
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|
2022
Q3 | $1.39M | Sell |
|
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|
2022
Q2 | $1.6M | Sell |
|
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.04M | Buy |
|
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|
2021
Q3 | $2.15M | Buy |
|
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|
2021
Q2 | $1.81M | Buy |
|
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $3.05M | Sell |
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|
2020
Q3 | $2.59M | Sell |
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|
2020
Q2 | $2.5M | Sell |
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|
2020
Q1 | $2.46M | Sell |
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|
2019
Q4 | $4.29M | Buy |
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|
2019
Q3 | $2.98M | Buy |
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|
2019
Q2 | $2.75M | Buy |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.39M | Buy |
|