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