Avidian Wealth Enterprises’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $643K | Buy |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $589K | Sell |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $445K | Sell |
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|
2020
Q3 | $346K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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