AWAU
Alliance Wealth Advisors (Utah)’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
8,966
+307
| +4% | +$13.9K | 0.1% | 186 |
|
|
2025
Q1 | $366K | Buy |
8,659
+543
| +7% | +$22.9K | 0.1% | 192 |
|
|
2024
Q4 | $388K | Sell |
8,116
-1,193
| -13% | -$57.1K | 0.1% | 184 |
|
|
2024
Q3 | $426K | Buy |
9,309
+889
| +11% | +$40.7K | 0.11% | 164 |
|
|
2024
Q2 | $334K | Sell |
8,420
-903
| -10% | -$35.8K | 0.1% | 182 |
|
|
2024
Q1 | $417K | Sell |
9,323
-2,638
| -22% | -$118K | 0.12% | 162 |
|
|
2023
Q4 | $518K | Sell |
11,961
-1,714
| -13% | -$74.2K | 0.17% | 123 |
|
|
2023
Q3 | $452K | Buy |
13,675
+3,031
| +28% | +$100K | 0.17% | 133 |
|
|
2023
Q2 | $352K | Sell |
10,644
-6,683
| -39% | -$221K | 0.13% | 155 |
|
|
2023
Q1 | $625K | Buy |
17,327
+2,711
| +19% | +$97.7K | 0.25% | 96 |
|
|
2022
Q4 | $637K | Buy |
+14,616
| New | +$637K | 0.29% | 83 |
|