Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $407K | Buy |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $235K | Buy |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $854K | Sell |
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|
2019
Q2 | $973K | Sell |
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|
2019
Q1 | $973K | Sell |
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|
2018
Q4 | $930K | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.21M | Buy |
|