Atwood & Palmer’s US Bancorp USB Stock Holding History

Atwood & Palmer’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$628K	Hold
2025 Q2	$588K	Sell
2025 Q1	$654K	Sell
2024 Q4	$796K	Sell
2024 Q3	$775K	Hold
2024 Q2	$673K	Sell
2024 Q1	$794K	Buy
2023 Q4	$768K	Sell
2023 Q3	$595K	Hold
2023 Q2	$595K	Buy
2023 Q1	$638K	Sell
2022 Q4	$879K	Hold
2022 Q3	$812K	Sell
2022 Q2	$954K	Sell
2022 Q1	$1.25M	Sell
2021 Q4	$1.76M	Sell
2021 Q3	$1.92M	Buy
2021 Q2	$1.8M	Sell
2021 Q1	$1.77M	Sell
2020 Q4	$1.51M	Sell
2020 Q3	$1.21M	Sell
2020 Q2	$1.25M	Sell
2020 Q1	$1.2M	Buy
2019 Q4	$2.04M	Hold
2019 Q3	$1.91M	Sell
2019 Q2	$1.84M	Sell
2019 Q1	$1.8M	Sell
2018 Q4	$1.74M	Buy
2018 Q3	$1.66M	Sell
2018 Q2	$1.6M	Sell
2018 Q1	$1.77M	Sell
2017 Q4	$2M	Sell
2017 Q3	$2.25M	Sell
2017 Q2	$2.32M	Buy
2017 Q1	$2.16M	Sell
2016 Q4	$2.48M	Sell
2016 Q3	$2.09M	Sell
2016 Q2	$1.97M	Hold
2016 Q1	$1.98M	Sell
2015 Q4	$2.09M	Sell
2015 Q3	$2.01M	Hold
2015 Q2	$2.12M	Hold
2015 Q1	$2.14M	Sell
2014 Q4	$2.23M	Sell
2014 Q3	$2.26M	Buy
2014 Q2	$1.93M	Sell
2014 Q1	$2.51M	Buy
2013 Q4	$2.33M	Buy
2013 Q3	$2.05M	Sell
2013 Q2	$2.03M	Buy