AE Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.2M | Buy |
|
|||||
|
2025
Q2 | $21.5M | Sell |
|
|||||
|
2025
Q1 | $21M | Buy |
|
|||||
|
2024
Q4 | $20.7M | Buy |
|
|||||
|
2024
Q3 | $19M | Buy |
|
|||||
|
2024
Q2 | $16M | Buy |
|
|||||
|
2024
Q1 | $17.4M | Sell |
|
|||||
|
2023
Q4 | $27.1M | Buy |
|
|||||
|
2023
Q3 | $19.4M | Sell |
|
|||||
|
2023
Q2 | $19.6M | Sell |
|
|||||
|
2023
Q1 | $32.9M | Buy |
|
|||||
|
2022
Q4 | $34.6M | Buy |
|
|||||
|
2022
Q3 | $25.8M | Buy |
|
|||||
|
2022
Q2 | $14.7M | Buy |
|
|||||
|
2022
Q1 | $14.4M | Buy |
|
|||||
|
2021
Q4 | $11.6M | Buy |
|
|||||
|
2021
Q3 | $2.33M | Buy |
|
|||||
|
2021
Q2 | $2.01M | Buy |
|
|||||
|
2021
Q1 | $1.68M | Sell |
|
|||||
|
2020
Q4 | $1.63M | Buy |
|
|||||
|
2020
Q3 | $706K | Sell |
|
|||||
|
2020
Q2 | $839K | Buy |
|
|||||
|
2020
Q1 | $713K | Buy |
|
|||||
|
2019
Q4 | $1.13M | Buy |
|
|||||
|
2019
Q3 | $922K | Sell |
|
|||||
|
2019
Q2 | $1.09M | Buy |
|
|||||
|
2019
Q1 | $656K | Buy |
|
|||||
|
2018
Q4 | $522K | Buy |
|
|||||
|
2018
Q3 | $335K | Buy |
|
|||||
|
2018
Q2 | $288K | Buy |
|
|||||
|
2018
Q1 | $262K | Sell |
|
|||||
|
2017
Q4 | $309K | Sell |
|
|||||
|
2017
Q3 | $349K | Buy |
|
|||||
|
2017
Q2 | $267K | Buy |
|
|||||
|
2017
Q1 | $224K | Buy |
|