Accel Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
6,997
+44
| +0.6% | +$1.99K | 0.11% | 191 |
|
|
2025
Q1 | $294K | Buy |
6,953
+40
| +0.6% | +$1.69K | 0.11% | 190 |
|
|
2024
Q4 | $331K | Sell |
6,913
-103,101
| -94% | -$4.93M | 0.13% | 172 |
|
|
2024
Q3 | $5.03M | Sell |
110,014
-1,105
| -1% | -$50.5K | 1.87% | 11 |
|
|
2024
Q2 | $4.41M | Buy |
111,119
+925
| +0.8% | +$36.7K | 1.77% | 13 |
|
|
2024
Q1 | $4.93M | Buy |
110,194
+1,300
| +1% | +$58.1K | 2.09% | 10 |
|
|
2023
Q4 | $4.71M | Sell |
108,894
-1,155
| -1% | -$50K | 2.37% | 6 |
|
|
2023
Q3 | $3.64M | Buy |
110,049
+29
| +0% | +$959 | 2.03% | 9 |
|
|
2023
Q2 | $3.64M | Buy |
110,020
+103,612
| +1,617% | +$3.42M | 2% | 8 |
|
|
2023
Q1 | $231K | Buy |
6,408
+570
| +10% | +$20.5K | 0.09% | 195 |
|
|
2022
Q4 | $255K | Sell |
5,838
-423
| -7% | -$18.4K | 0.12% | 136 |
|
|
2022
Q3 | $267K | Hold |
6,261
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $292K | Buy |
6,261
+1,064
| +20% | +$49.6K | 0.17% | 112 |
|
|
2022
Q1 | $275K | Buy |
5,197
+3
| +0.1% | +$159 | 0.14% | 123 |
|
|
2021
Q4 | $292K | Buy |
5,194
+3,300
| +174% | +$186K | 0.14% | 122 |
|
|
2021
Q3 | $113K | Buy |
1,894
+2
| +0.1% | +$119 | 0.07% | 204 |
|
|
2021
Q2 | $108K | Buy |
1,892
+4
| +0.2% | +$228 | 0.07% | 226 |
|
|
2021
Q1 | $104K | Buy |
1,888
+3
| +0.2% | +$165 | 0.08% | 211 |
|
|
2020
Q4 | $88K | Buy |
+1,885
| New | +$88K | 0.08% | 215 |
|