Advisor OS’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 | $318K | Buy |
7,017
+357
| +5% | +$16.2K | 0.03% | 346 |
|
|
2025
Q1 | $281K | Buy |
6,660
+275
| +4% | +$11.6K | 0.03% | 340 |
|
|
2024
Q4 | $305K | Buy |
6,385
+332
| +5% | +$15.9K | 0.04% | 318 |
|
|
2024
Q3 | $277K | Buy |
6,053
+533
| +10% | +$24.4K | 0.03% | 336 |
|
|
2024
Q2 | $219K | Buy |
5,520
+132
| +2% | +$5.24K | 0.02% | 355 |
|
|
2024
Q1 | $241K | Buy |
+5,388
| New | +$241K | 0.03% | 345 |
|