Accurate 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 | $598K | Buy |
12,572
+801
| +7% | +$38.1K | 0.09% | 228 |
|
|
2025
Q1 | $446K | Buy |
11,771
+1,839
| +19% | +$69.6K | 0.09% | 219 |
|
|
2024
Q4 | $471K | Buy |
9,932
+662
| +7% | +$31.4K | 0.09% | 209 |
|
|
2024
Q3 | $436K | Sell |
9,270
-363
| -4% | -$17.1K | 0.09% | 223 |
|
|
2024
Q2 | $408K | Sell |
9,633
-715
| -7% | -$30.3K | 0.1% | 190 |
|
|
2024
Q1 | $419K | Buy |
10,348
+172
| +2% | +$6.96K | 0.12% | 168 |
|
|
2023
Q4 | $436K | Sell |
10,176
-703
| -6% | -$30.1K | 0.14% | 156 |
|
|
2023
Q3 | $379K | Buy |
10,879
+1,714
| +19% | +$59.7K | 0.12% | 168 |
|
|
2023
Q2 | $324K | Buy |
9,165
+746
| +9% | +$26.4K | 0.1% | 192 |
|
|
2023
Q1 | $300K | Buy |
8,419
+1,677
| +25% | +$59.7K | 0.1% | 186 |
|
|
2022
Q4 | $315K | Sell |
6,742
-101
| -1% | -$4.71K | 0.12% | 156 |
|
|
2022
Q3 | $293K | Buy |
6,843
+2,202
| +47% | +$94.3K | 0.12% | 137 |
|
|
2022
Q2 | $216K | Buy |
4,641
+598
| +15% | +$27.8K | 0.12% | 140 |
|
|
2022
Q1 | $215K | Buy |
+4,043
| New | +$215K | 0.1% | 161 |
|