APW
Axim Planning & Wealth’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Hold |
15,423
| – | – | 0.64% | 11 |
|
|
2025
Q1 | $651K | Hold |
15,423
| – | – | 0.58% | 7 |
|
|
2024
Q4 | $738K | Hold |
15,423
| – | – | 0.79% | 7 |
|
|
2024
Q3 | $705K | Hold |
15,423
| – | – | 0.79% | 6 |
|
|
2024
Q2 | $612K | Hold |
15,423
| – | – | 0.73% | 6 |
|
|
2024
Q1 | $689K | Sell |
15,423
-100
| -0.6% | -$4.47K | 0.56% | 7 |
|
|
2023
Q4 | $672K | Sell |
15,523
-159
| -1% | -$6.88K | 0.61% | 7 |
|
|
2023
Q3 | $518K | Buy |
15,682
+159
| +1% | +$5.26K | 0.46% | 11 |
|
|
2023
Q2 | $513K | Buy |
15,523
+100
| +0.6% | +$3.3K | 0.46% | 11 |
|
|
2023
Q1 | $556K | Hold |
15,423
| – | – | 0.55% | 11 |
|
|
2022
Q4 | $673K | Hold |
15,423
| – | – | 0.69% | 13 |
|
|
2022
Q3 | $622K | Buy |
+15,423
| New | +$622K | 0.61% | 11 |
|