Avidian Wealth Enterprises’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 | $554K | Buy |
12,237
+2,296
| +23% | +$104K | 0.02% | 311 |
|
|
2025
Q1 | $420K | Sell |
9,941
-27
| -0.3% | -$1.14K | 0.02% | 345 |
|
|
2024
Q4 | $477K | Buy |
9,968
+1,619
| +19% | +$77.4K | 0.02% | 302 |
|
|
2024
Q3 | $382K | Sell |
8,349
-2,474
| -23% | -$113K | 0.02% | 352 |
|
|
2024
Q2 | $430K | Buy |
10,823
+388
| +4% | +$15.4K | 0.02% | 309 |
|
|
2024
Q1 | $466K | Buy |
10,435
+330
| +3% | +$14.8K | 0.02% | 273 |
|
|
2023
Q4 | $437K | Buy |
10,105
+2,089
| +26% | +$90.4K | 0.03% | 283 |
|
|
2023
Q3 | $265K | Buy |
8,016
+154
| +2% | +$5.09K | 0.02% | 345 |
|
|
2023
Q2 | $260K | Sell |
7,862
-7,123
| -48% | -$235K | 0.02% | 355 |
|
|
2023
Q1 | $540K | Buy |
14,985
+1,470
| +11% | +$53K | 0.03% | 281 |
|
|
2022
Q4 | $589K | Sell |
13,515
-675
| -5% | -$29.4K | 0.04% | 255 |
|
|
2022
Q3 | $572K | Buy |
14,190
+3,961
| +39% | +$160K | 0.04% | 218 |
|
|
2022
Q2 | $471K | Buy |
10,229
+308
| +3% | +$14.2K | 0.03% | 270 |
|
|
2022
Q1 | $527K | Buy |
9,921
+248
| +3% | +$13.2K | 0.03% | 283 |
|
|
2021
Q4 | $543K | Buy |
9,673
+18
| +0.2% | +$1.01K | 0.03% | 276 |
|
|
2021
Q3 | $574K | Buy |
9,655
+527
| +6% | +$31.3K | 0.04% | 195 |
|
|
2021
Q2 | $520K | Buy |
9,128
+419
| +5% | +$23.9K | 0.04% | 214 |
|
|
2021
Q1 | $482K | Sell |
8,709
-840
| -9% | -$46.5K | 0.04% | 216 |
|
|
2020
Q4 | $445K | Sell |
9,549
-97
| -1% | -$4.52K | 0.04% | 203 |
|
|
2020
Q3 | $346K | Buy |
9,646
+1,171
| +14% | +$42K | 0.04% | 200 |
|
|
2020
Q2 | $312K | Buy |
+8,475
| New | +$312K | 0.04% | 186 |
|
|
2020
Q1 | – | Sell |
-4,094
| Closed | -$243K | – | 253 |
|
|
2019
Q4 | $243K | Buy |
+4,094
| New | +$243K | 0.03% | 200 |
|