APP
Avantax Planning Partners’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
85,863
+3,859
| +5% | +$175K | 0.12% | 98 |
|
|
2025
Q1 | $3.46M | Sell |
82,004
-19,522
| -19% | -$824K | 0.12% | 98 |
|
|
2024
Q4 | $4.86M | Sell |
101,526
-225
| -0.2% | -$10.8K | 0.18% | 85 |
|
|
2024
Q3 | $4.65M | Sell |
101,751
-32,228
| -24% | -$1.47M | 0.17% | 83 |
|
|
2024
Q2 | $5.32M | Sell |
133,979
-2,376
| -2% | -$94.3K | 0.17% | 84 |
|
|
2024
Q1 | $6.1M | Buy |
136,355
+54,023
| +66% | +$2.41M | 0.2% | 80 |
|
|
2023
Q4 | $3.56M | Sell |
82,332
-2,941
| -3% | -$127K | 0.14% | 81 |
|
|
2023
Q3 | $2.82M | Sell |
85,273
-10,894
| -11% | -$360K | 0.12% | 88 |
|
|
2023
Q2 | $3.18M | Buy |
96,167
+2,876
| +3% | +$95K | 0.13% | 82 |
|
|
2023
Q1 | $3.36M | Buy |
93,291
+3,530
| +4% | +$127K | 0.14% | 75 |
|
|
2022
Q4 | $3.91M | Buy |
89,761
+455
| +0.5% | +$19.8K | 0.16% | 72 |
|
|
2022
Q3 | $3.6M | Buy |
89,306
+4,758
| +6% | +$192K | 0.16% | 70 |
|
|
2022
Q2 | $3.89M | Buy |
84,548
+9,687
| +13% | +$446K | 0.17% | 71 |
|
|
2022
Q1 | $3.98M | Buy |
74,861
+3,072
| +4% | +$163K | 0.16% | 70 |
|
|
2021
Q4 | $4.03M | Buy |
71,789
+1,605
| +2% | +$90.1K | 0.17% | 57 |
|
|
2021
Q3 | $4.17M | Buy |
70,184
+14,477
| +26% | +$861K | 0.19% | 44 |
|
|
2021
Q2 | $3.17M | Buy |
55,707
+14,004
| +34% | +$798K | 0.15% | 61 |
|
|
2021
Q1 | $2.31M | Buy |
41,703
+9,416
| +29% | +$521K | 0.12% | 73 |
|
|
2020
Q4 | $1.5M | Sell |
32,287
-437
| -1% | -$20.4K | 0.08% | 98 |
|
|
2020
Q3 | $1.17M | Sell |
32,724
-1,491
| -4% | -$53.4K | 0.06% | 117 |
|
|
2020
Q2 | $1.26M | Sell |
34,215
-2,000
| -6% | -$73.7K | 0.07% | 111 |
|
|
2020
Q1 | $1.25M | Sell |
36,215
-6,939
| -16% | -$239K | 0.09% | 94 |
|
|
2019
Q4 | $2.56M | Sell |
43,154
-368
| -0.8% | -$21.8K | 0.15% | 58 |
|
|
2019
Q3 | $2.41M | Buy |
43,522
+1,551
| +4% | +$85.9K | 0.15% | 58 |
|
|
2019
Q2 | $2.23M | Buy |
41,971
+475
| +1% | +$25.2K | 0.14% | 61 |
|
|
2019
Q1 | $2M | Buy |
41,496
+1,123
| +3% | +$54.1K | 0.14% | 63 |
|
|
2018
Q4 | $1.85M | Sell |
40,373
-451
| -1% | -$20.6K | 0.14% | 64 |
|
|
2018
Q3 | $2.16M | Buy |
40,824
+2,976
| +8% | +$157K | 0.17% | 48 |
|
|
2018
Q2 | $1.89M | Sell |
37,848
-949
| -2% | -$47.5K | 0.17% | 49 |
|
|
2018
Q1 | $1.96M | Buy |
38,797
+145
| +0.4% | +$7.32K | 0.17% | 51 |
|
|
2017
Q4 | $2.07M | Sell |
38,652
-12,706
| -25% | -$681K | 0.19% | 48 |
|
|
2017
Q3 | $2.75M | Sell |
51,358
-4,806
| -9% | -$258K | 0.22% | 45 |
|
|
2017
Q2 | $2.92M | Buy |
56,164
+6,427
| +13% | +$334K | 0.25% | 39 |
|
|
2017
Q1 | $2.56M | Sell |
49,737
-1,624
| -3% | -$83.6K | 0.23% | 40 |
|
|
2016
Q4 | $2.64M | Buy |
+51,361
| New | +$2.64M | 0.28% | 34 |
|