Axxcess Wealth Management’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
Q3 | $209K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $890K | Buy |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $735K | Buy |
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|
2022
Q2 | $749K | Buy |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $491K | Buy |
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