Annis Gardner Whiting Capital 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
Q2 | $162K | Buy |
3,566
+1,737
| +95% | +$79K | 0.06% | 234 |
|
|
2025
Q1 | $78.1K | Sell |
1,829
-1,242
| -40% | -$53.1K | 0.03% | 302 |
|
|
2024
Q4 | $148K | Sell |
3,071
-188
| -6% | -$9.05K | 0.04% | 228 |
|
|
2024
Q3 | $150K | Sell |
3,259
-103
| -3% | -$4.74K | 0.04% | 238 |
|
|
2024
Q2 | $134K | Buy |
3,362
+389
| +13% | +$15.6K | 0.04% | 255 |
|
|
2024
Q1 | $134K | Buy |
2,973
+1,441
| +94% | +$64.8K | 0.05% | 233 |
|
|
2023
Q4 | $66.4K | Buy |
1,532
+1,401
| +1,069% | +$60.7K | 0.03% | 270 |
|
|
2023
Q3 | $4.39K | Buy |
+131
| New | +$4.39K | ﹤0.01% | 542 |
|