Axxcess Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,527
| Closed | -$444K | – | 927 |
|
|
2025
Q1 | $444K | Sell |
10,527
-2,070
| -16% | -$87.4K | 0.01% | 589 |
|
|
2024
Q4 | $603K | Sell |
12,597
-363
| -3% | -$17.4K | 0.01% | 502 |
|
|
2024
Q3 | $593K | Sell |
12,960
-633
| -5% | -$28.9K | 0.01% | 513 |
|
|
2024
Q2 | $540K | Sell |
13,593
-16,873
| -55% | -$670K | 0.01% | 509 |
|
|
2024
Q1 | $1.36M | Buy |
30,466
+9,903
| +48% | +$443K | 0.04% | 312 |
|
|
2023
Q4 | $890K | Buy |
20,563
+5,544
| +37% | +$240K | 0.03% | 379 |
|
|
2023
Q3 | $497K | Buy |
15,019
+1,109
| +8% | +$36.7K | 0.02% | 474 |
|
|
2023
Q2 | $460K | Buy |
13,910
+6,943
| +100% | +$229K | 0.03% | 369 |
|
|
2023
Q1 | $251K | Sell |
6,967
-4,934
| -41% | -$178K | 0.02% | 529 |
|
|
2022
Q4 | $519K | Sell |
11,901
-6,334
| -35% | -$276K | 0.04% | 351 |
|
|
2022
Q3 | $735K | Buy |
18,235
+1,946
| +12% | +$78.4K | 0.07% | 240 |
|
|
2022
Q2 | $749K | Buy |
16,289
+3,127
| +24% | +$144K | 0.07% | 228 |
|
|
2022
Q1 | $700K | Buy |
13,162
+4,419
| +51% | +$235K | 0.05% | 286 |
|
|
2021
Q4 | $491K | Buy |
+8,743
| New | +$491K | 0.04% | 362 |
|