Avion 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 | $12K | Buy |
271
+66
| +32% | +$2.92K | ﹤0.01% | 428 |
|
|
2025
Q1 | $9K | Hold |
205
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $9K | Buy |
205
+6
| +3% | +$263 | ﹤0.01% | 422 |
|
|
2024
Q3 | $9K | Buy |
199
+55
| +38% | +$2.49K | ﹤0.01% | 398 |
|
|
2024
Q2 | $5K | Buy |
144
+13
| +10% | +$451 | ﹤0.01% | 480 |
|
|
2024
Q1 | $6K | Buy |
131
+9
| +7% | +$412 | ﹤0.01% | 436 |
|
|
2023
Q4 | $5K | Buy |
122
+28
| +30% | +$1.15K | ﹤0.01% | 414 |
|
|
2023
Q3 | $3K | Buy |
94
+31
| +49% | +$989 | ﹤0.01% | 437 |
|
|
2023
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 503 |
|
|
2021
Q1 | – | Sell |
-121
| Closed | -$6K | – | 390 |
|
|
2020
Q4 | $6K | Hold |
121
| – | – | ﹤0.01% | 266 |
|
|
2020
Q3 | $4K | Hold |
121
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 222 |
|
|
2020
Q1 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 232 |
|