Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
4,400
-2,440
| -36% | -$110K | 0.07% | 102 |
|
|
2025
Q1 | $289K | Hold |
6,840
| – | – | 0.11% | 80 |
|
|
2024
Q4 | $327K | Hold |
6,840
| – | – | 0.12% | 78 |
|
|
2024
Q3 | $313K | Hold |
6,840
| – | – | 0.13% | 66 |
|
|
2024
Q2 | $272K | Hold |
6,840
| – | – | 0.12% | 74 |
|
|
2024
Q1 | $306K | Buy |
6,840
+2,440
| +55% | +$109K | 0.14% | 74 |
|
|
2023
Q4 | $190K | Hold |
4,400
| – | – | 0.09% | 78 |
|
|
2023
Q3 | $145K | Hold |
4,400
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $145K | Hold |
4,400
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $159K | Hold |
4,400
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $192K | Hold |
4,400
| – | – | 0.1% | 72 |
|
|
2022
Q3 | $172K | Buy |
+4,400
| New | +$172K | 0.09% | 76 |
|