Angeles Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,616
| Closed | -$851K | – | 186 |
|
|
2024
Q4 | $851K | Sell |
17,616
-157
| -0.9% | -$7.59K | 0.04% | 53 |
|
|
2024
Q3 | $821K | Sell |
17,773
-1,803
| -9% | -$83.3K | 0.04% | 56 |
|
|
2024
Q2 | $787K | Sell |
19,576
-943
| -5% | -$37.9K | 0.04% | 55 |
|
|
2024
Q1 | $927K | Buy |
20,519
+238
| +1% | +$10.7K | 0.05% | 48 |
|
|
2023
Q4 | $887K | Buy |
20,281
+142
| +0.7% | +$6.21K | 0.05% | 46 |
|
|
2023
Q3 | $675K | Buy |
20,139
+12,400
| +160% | +$416K | 0.05% | 47 |
|
|
2023
Q2 | $259K | Sell |
7,739
-1,659
| -18% | -$55.5K | 0.02% | 128 |
|
|
2023
Q1 | $342K | Buy |
9,398
+2,572
| +38% | +$93.6K | 0.03% | 96 |
|
|
2022
Q4 | $301K | Buy |
+6,826
| New | +$301K | 0.03% | 84 |
|
|
2022
Q3 | – | Sell |
-6,680
| Closed | -$310K | – | 112 |
|
|
2022
Q2 | $310K | Hold |
6,680
| – | – | 0.03% | 67 |
|
|
2022
Q1 | $358K | Sell |
6,680
-118
| -2% | -$6.32K | 0.02% | 71 |
|
|
2021
Q4 | $385K | Buy |
6,798
+118
| +2% | +$6.68K | 0.02% | 145 |
|
|
2021
Q3 | $400K | Buy |
+6,680
| New | +$400K | 0.02% | 127 |
|