Atwood & Palmer’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 | $588K | Sell |
12,998
-2,500
| -16% | -$113K | 0.04% | 108 |
|
|
2025
Q1 | $654K | Sell |
15,498
-1,150
| -7% | -$48.6K | 0.05% | 100 |
|
|
2024
Q4 | $796K | Sell |
16,648
-300
| -2% | -$14.3K | 0.05% | 91 |
|
|
2024
Q3 | $775K | Hold |
16,948
| – | – | 0.05% | 93 |
|
|
2024
Q2 | $673K | Sell |
16,948
-814
| -5% | -$32.3K | 0.05% | 95 |
|
|
2024
Q1 | $794K | Buy |
17,762
+14
| +0.1% | +$626 | 0.06% | 87 |
|
|
2023
Q4 | $768K | Sell |
17,748
-250
| -1% | -$10.8K | 0.06% | 89 |
|
|
2023
Q3 | $595K | Hold |
17,998
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $595K | Buy |
17,998
+300
| +2% | +$9.91K | 0.05% | 102 |
|
|
2023
Q1 | $638K | Sell |
17,698
-2,450
| -12% | -$88.3K | 0.06% | 93 |
|
|
2022
Q4 | $879K | Hold |
20,148
| – | – | 0.08% | 95 |
|
|
2022
Q3 | $812K | Sell |
20,148
-575
| -3% | -$23.2K | 0.08% | 91 |
|
|
2022
Q2 | $954K | Sell |
20,723
-2,825
| -12% | -$130K | 0.09% | 79 |
|
|
2022
Q1 | $1.25M | Sell |
23,548
-7,732
| -25% | -$411K | 0.11% | 76 |
|
|
2021
Q4 | $1.76M | Sell |
31,280
-953
| -3% | -$53.5K | 0.15% | 69 |
|
|
2021
Q3 | $1.92M | Buy |
32,233
+585
| +2% | +$34.8K | 0.17% | 66 |
|
|
2021
Q2 | $1.8M | Sell |
31,648
-300
| -0.9% | -$17.1K | 0.16% | 69 |
|
|
2021
Q1 | $1.77M | Sell |
31,948
-450
| -1% | -$24.9K | 0.17% | 67 |
|
|
2020
Q4 | $1.51M | Sell |
32,398
-1,285
| -4% | -$59.9K | 0.16% | 68 |
|
|
2020
Q3 | $1.21M | Sell |
33,683
-350
| -1% | -$12.6K | 0.15% | 63 |
|
|
2020
Q2 | $1.25M | Sell |
34,033
-750
| -2% | -$27.6K | 0.17% | 62 |
|
|
2020
Q1 | $1.2M | Buy |
34,783
+350
| +1% | +$12.1K | 0.19% | 63 |
|
|
2019
Q4 | $2.04M | Hold |
34,433
| – | – | 0.26% | 54 |
|
|
2019
Q3 | $1.91M | Sell |
34,433
-763
| -2% | -$42.2K | 0.26% | 55 |
|
|
2019
Q2 | $1.84M | Sell |
35,196
-2,145
| -6% | -$112K | 0.25% | 55 |
|
|
2019
Q1 | $1.8M | Sell |
37,341
-750
| -2% | -$36.1K | 0.25% | 53 |
|
|
2018
Q4 | $1.74M | Buy |
38,091
+6,591
| +21% | +$301K | 0.28% | 51 |
|
|
2018
Q3 | $1.66M | Sell |
31,500
-408
| -1% | -$21.6K | 0.22% | 56 |
|
|
2018
Q2 | $1.6M | Sell |
31,908
-3,078
| -9% | -$154K | 0.22% | 58 |
|
|
2018
Q1 | $1.77M | Sell |
34,986
-2,415
| -6% | -$122K | 0.25% | 54 |
|
|
2017
Q4 | $2M | Sell |
37,401
-4,520
| -11% | -$242K | 0.28% | 50 |
|
|
2017
Q3 | $2.25M | Sell |
41,921
-2,762
| -6% | -$148K | 0.33% | 48 |
|
|
2017
Q2 | $2.32M | Buy |
44,683
+2,726
| +6% | +$142K | 0.36% | 44 |
|
|
2017
Q1 | $2.16M | Sell |
41,957
-6,300
| -13% | -$324K | 0.35% | 45 |
|
|
2016
Q4 | $2.48M | Sell |
48,257
-424
| -0.9% | -$21.8K | 0.45% | 41 |
|
|
2016
Q3 | $2.09M | Sell |
48,681
-72
| -0.1% | -$3.09K | 0.38% | 45 |
|
|
2016
Q2 | $1.97M | Hold |
48,753
| – | – | 0.36% | 49 |
|
|
2016
Q1 | $1.98M | Sell |
48,753
-130
| -0.3% | -$5.28K | 0.35% | 52 |
|
|
2015
Q4 | $2.09M | Sell |
48,883
-48
| -0.1% | -$2.05K | 0.4% | 51 |
|
|
2015
Q3 | $2.01M | Hold |
48,931
| – | – | 0.39% | 53 |
|
|
2015
Q2 | $2.12M | Hold |
48,931
| – | – | 0.38% | 52 |
|
|
2015
Q1 | $2.14M | Sell |
48,931
-632
| -1% | -$27.6K | 0.38% | 53 |
|
|
2014
Q4 | $2.23M | Sell |
49,563
-4,550
| -8% | -$205K | 0.42% | 50 |
|
|
2014
Q3 | $2.26M | Buy |
54,113
+9,533
| +21% | +$399K | 0.43% | 50 |
|
|
2014
Q2 | $1.93M | Sell |
44,580
-13,984
| -24% | -$606K | 0.52% | 47 |
|
|
2014
Q1 | $2.51M | Buy |
58,564
+864
| +1% | +$37K | 0.59% | 35 |
|
|
2013
Q4 | $2.33M | Buy |
57,700
+1,631
| +3% | +$65.9K | 0.58% | 34 |
|
|
2013
Q3 | $2.05M | Sell |
56,069
-55
| -0.1% | -$2.01K | 0.57% | 34 |
|
|
2013
Q2 | $2.03M | Buy |
+56,124
| New | +$2.03M | 0.55% | 36 |
|