Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.71M | Buy |
37,092
+5,921
| +19% | +$272K | 0.12% | 103 |
|
|
2022
Q1 | $1.66M | Sell |
31,171
-270
| -0.9% | -$14.4K | 0.11% | 107 |
|
|
2021
Q4 | $1.77M | Buy |
31,441
+1,334
| +4% | +$74.9K | 0.11% | 97 |
|
|
2021
Q3 | $1.79M | Buy |
30,107
+2,011
| +7% | +$120K | 0.13% | 90 |
|
|
2021
Q2 | $1.6M | Buy |
28,096
+441
| +2% | +$25.1K | 0.12% | 94 |
|
|
2021
Q1 | $1.53M | Sell |
27,655
-770
| -3% | -$42.6K | 0.12% | 93 |
|
|
2020
Q4 | $1.32M | Sell |
28,425
-1,823
| -6% | -$84.9K | 0.12% | 92 |
|
|
2020
Q3 | $1.08M | Buy |
30,248
+9,675
| +47% | +$347K | 0.11% | 89 |
|
|
2020
Q2 | $757K | Buy |
20,573
+1,211
| +6% | +$44.6K | 0.09% | 112 |
|
|
2020
Q1 | $667K | Sell |
19,362
-538
| -3% | -$18.5K | 0.09% | 109 |
|
|
2019
Q4 | $1.18M | Buy |
19,900
+1,795
| +10% | +$106K | 0.14% | 84 |
|
|
2019
Q3 | $1M | Sell |
18,105
-2,449
| -12% | -$136K | 0.14% | 91 |
|
|
2019
Q2 | $1.08M | Buy |
20,554
+5,042
| +33% | +$264K | 0.16% | 77 |
|
|
2019
Q1 | $748K | Buy |
15,512
+8,885
| +134% | +$428K | 0.12% | 121 |
|
|
2018
Q4 | $303K | Sell |
6,627
-1,993
| -23% | -$91.1K | 0.06% | 204 |
|
|
2018
Q3 | $455K | Buy |
8,620
+4,219
| +96% | +$223K | 0.09% | 163 |
|
|
2018
Q2 | $220K | Buy |
+4,401
| New | +$220K | 0.06% | 235 |
|