Austin Private Wealth’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 | $331K | Buy |
7,307
+883
| +14% | +$40K | 0.03% | 220 |
|
|
2025
Q1 | $271K | Buy |
6,424
+1,001
| +18% | +$42.3K | 0.02% | 233 |
|
|
2024
Q4 | $259K | Buy |
5,423
+445
| +9% | +$21.3K | 0.02% | 226 |
|
|
2024
Q3 | $228K | Sell |
4,978
-205
| -4% | -$9.38K | 0.02% | 215 |
|
|
2024
Q2 | $206K | Sell |
5,183
-411
| -7% | -$16.3K | 0.02% | 219 |
|
|
2024
Q1 | $241K | Buy |
5,594
+947
| +20% | +$40.8K | 0.03% | 197 |
|
|
2023
Q4 | $201K | Buy |
+4,647
| New | +$201K | 0.03% | 201 |
|