AFS
Axiom Financial Strategies’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+5,315
| New | +$241K | 0.13% | 35 |
|
|
2022
Q4 | – | Sell |
-6,762
| Closed | -$273K | – | 68 |
|
|
2022
Q3 | $273K | Buy |
6,762
+1,081
| +19% | +$43.6K | 0.15% | 52 |
|
|
2022
Q2 | $261K | Sell |
5,681
-695
| -11% | -$31.9K | 0.14% | 54 |
|
|
2022
Q1 | $309K | Sell |
6,376
-75
| -1% | -$3.64K | 0.16% | 48 |
|
|
2021
Q4 | $362K | Buy |
6,451
+666
| +12% | +$37.4K | 0.16% | 50 |
|
|
2021
Q3 | $344K | Sell |
5,785
-413
| -7% | -$24.6K | 0.16% | 50 |
|
|
2021
Q2 | $353K | Buy |
6,198
+35
| +0.6% | +$1.99K | 0.16% | 48 |
|
|
2021
Q1 | $341K | Sell |
6,163
-159
| -3% | -$8.8K | 0.17% | 49 |
|
|
2020
Q4 | $227K | Hold |
6,322
| – | – | 0.14% | 61 |
|
|
2020
Q3 | $227K | Buy |
6,322
+640
| +11% | +$23K | 0.14% | 61 |
|
|
2020
Q2 | $209K | Buy |
+5,682
| New | +$209K | 0.14% | 63 |
|