Axim Planning & Wealth’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
Q2 | $698K | Hold |
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|
2025
Q1 | $651K | Hold |
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|
2024
Q4 | $738K | Hold |
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|
2024
Q3 | $705K | Hold |
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|
2024
Q2 | $612K | Hold |
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $556K | Hold |
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|
2022
Q4 | $673K | Hold |
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|
2022
Q3 | $622K | Buy |
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