Aviso Wealth Management’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 | $1.46M | Sell |
32,288
-2,257
| -7% | -$102K | 0.68% | 35 |
|
|
2025
Q1 | $1.46M | Sell |
34,545
-3,084
| -8% | -$130K | 0.78% | 37 |
|
|
2024
Q4 | $1.8M | Sell |
37,629
-459
| -1% | -$22K | 0.92% | 26 |
|
|
2024
Q3 | $1.74M | Buy |
38,088
+15
| +0% | +$686 | 0.94% | 27 |
|
|
2024
Q2 | $1.51M | Sell |
38,073
-1,868
| -5% | -$74.2K | 0.9% | 26 |
|
|
2024
Q1 | $1.79M | Buy |
39,941
+1,259
| +3% | +$56.3K | 1.13% | 23 |
|
|
2023
Q4 | $1.67M | Buy |
+38,682
| New | +$1.67M | 1.21% | 19 |
|