Badgley Phelps Wealth Managers’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
19,189
+2,875
| +18% | +$132K | 0.02% | 185 |
|
|
2025
Q1 | $697K | Hold |
16,314
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $788K | Hold |
16,314
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $754K | Sell |
16,314
-1,718
| -10% | -$79.4K | 0.02% | 190 |
|
|
2024
Q2 | $725K | Hold |
18,032
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $815K | Sell |
18,032
-375
| -2% | -$16.9K | 0.02% | 173 |
|
|
2023
Q4 | $806K | Buy |
18,407
+1,418
| +8% | +$62.1K | 0.02% | 169 |
|
|
2023
Q3 | $562K | Buy |
16,989
+677
| +4% | +$22.4K | 0.02% | 167 |
|
|
2023
Q2 | $539K | Buy |
16,312
+31
| +0.2% | +$1.02K | 0.02% | 176 |
|
|
2023
Q1 | $587K | Sell |
16,281
-8,912
| -35% | -$321K | 0.02% | 147 |
|
|
2022
Q4 | $1.1M | Buy |
25,193
+4,940
| +24% | +$215K | 0.04% | 129 |
|
|
2022
Q3 | $817K | Buy |
20,253
+1,733
| +9% | +$69.9K | 0.04% | 126 |
|
|
2022
Q2 | $852K | Sell |
18,520
-2,255
| -11% | -$104K | 0.04% | 127 |
|
|
2022
Q1 | $1.1M | Buy |
20,775
+1,398
| +7% | +$74.3K | 0.04% | 128 |
|
|
2021
Q4 | $1.09M | Sell |
19,377
-2,258
| -10% | -$127K | 0.04% | 131 |
|
|
2021
Q3 | $1.29M | Buy |
+21,635
| New | +$1.29M | 0.05% | 128 |
|