Atticus 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 | $1.63K | Buy |
+36
| New | +$1.63K | ﹤0.01% | 577 |
|
2023
Q2 | – | Sell |
-77
| Closed | -$2.78K | – | 616 |
|
2023
Q1 | $2.78K | Sell |
77
-894
| -92% | -$32.2K | ﹤0.01% | 459 |
|
2022
Q4 | $42.6K | Sell |
971
-234
| -19% | -$10.3K | 0.02% | 270 |
|
2022
Q3 | $55K | Hold |
1,205
| – | – | 0.03% | 223 |
|
2022
Q2 | $56K | Sell |
1,205
-290
| -19% | -$13.5K | 0.02% | 242 |
|
2022
Q1 | $79K | Buy |
1,495
+847
| +131% | +$44.8K | 0.03% | 217 |
|
2021
Q4 | $36K | Buy |
+648
| New | +$36K | 0.01% | 264 |
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 366 |
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 346 |
|
2020
Q3 | – | Sell |
-142
| Closed | -$5K | – | 324 |
|
2020
Q2 | $5K | Hold |
142
| – | – | ﹤0.01% | 270 |
|
2020
Q1 | $5K | Sell |
142
-10
| -7% | -$352 | ﹤0.01% | 256 |
|
2019
Q4 | $9K | Buy |
+152
| New | +$9K | 0.01% | 256 |
|