Aberdeen Wealth Management’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 | $249K | Sell |
5,508
-192
| -3% | -$8.69K | 0.17% | 127 |
|
2025
Q1 | $241K | Sell |
5,700
-359
| -6% | -$15.2K | 0.17% | 127 |
|
2024
Q4 | $290K | Buy |
6,059
+373
| +7% | +$17.8K | 0.2% | 116 |
|
2024
Q3 | $260K | Buy |
5,686
+7
| +0.1% | +$320 | 0.17% | 135 |
|
2024
Q2 | $225K | Sell |
5,679
-32
| -0.6% | -$1.27K | 0.15% | 139 |
|
2024
Q1 | $255K | Sell |
5,711
-35
| -0.6% | -$1.56K | 0.15% | 134 |
|
2023
Q4 | $249K | Buy |
+5,746
| New | +$249K | 0.18% | 129 |
|
2023
Q2 | – | Sell |
-5,922
| Closed | -$214K | – | 164 |
|
2023
Q1 | $214K | Sell |
5,922
-2,994
| -34% | -$108K | 0.16% | 137 |
|
2022
Q4 | $389K | Buy |
8,916
+2,946
| +49% | +$128K | 0.29% | 99 |
|
2022
Q3 | $241K | Buy |
5,970
+6
| +0.1% | +$242 | 0.21% | 122 |
|
2022
Q2 | $274K | Buy |
5,964
+5
| +0.1% | +$230 | 0.22% | 118 |
|
2022
Q1 | $317K | Buy |
5,959
+5
| +0.1% | +$266 | 0.22% | 118 |
|
2021
Q4 | $334K | Buy |
5,954
+4
| +0.1% | +$224 | 0.22% | 110 |
|
2021
Q3 | $354K | Sell |
5,950
-345
| -5% | -$20.5K | 0.34% | 97 |
|
2021
Q2 | $359K | Buy |
6,295
+4
| +0.1% | +$228 | 0.33% | 95 |
|
2021
Q1 | $348K | Sell |
6,291
-57
| -0.9% | -$3.15K | 0.28% | 105 |
|
2020
Q4 | $296K | Buy |
6,348
+68
| +1% | +$3.17K | 0.22% | 113 |
|
2020
Q3 | $225K | Sell |
6,280
-841
| -12% | -$30.1K | 0.21% | 116 |
|
2020
Q2 | $262K | Buy |
7,121
+438
| +7% | +$16.1K | 0.28% | 104 |
|
2020
Q1 | $230K | Buy |
6,683
+4
| +0.1% | +$138 | 0.28% | 102 |
|
2019
Q4 | $396K | Buy |
+6,679
| New | +$396K | 0.3% | 88 |
|