Badgley Phelps Wealth Managers’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 | $878K | Buy |
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|
2025
Q1 | $697K | Hold |
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|
2024
Q4 | $788K | Hold |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $725K | Hold |
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|
2024
Q1 | $815K | Sell |
|
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|
2023
Q4 | $806K | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $587K | Sell |
|
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $817K | Buy |
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|
2022
Q2 | $852K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.29M | Buy |
|