Baker Tilly Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,288
| Closed | -$639K | – | 409 |
|
|
2024
Q1 | $639K | Sell |
14,288
-1,424
| -9% | -$63.7K | 0.12% | 196 |
|
|
2023
Q4 | $680K | Buy |
15,712
+1,959
| +14% | +$84.8K | 0.11% | 207 |
|
|
2023
Q3 | $455K | Buy |
13,753
+2,672
| +24% | +$88.3K | 0.07% | 278 |
|
|
2023
Q2 | $366K | Sell |
11,081
-33,327
| -75% | -$1.1M | 0.04% | 416 |
|
|
2023
Q1 | $1.6M | Buy |
44,408
+589
| +1% | +$21.2K | 0.18% | 121 |
|
|
2022
Q4 | $1.91M | Sell |
43,819
-17,764
| -29% | -$775K | 0.24% | 100 |
|
|
2022
Q3 | $2.48M | Buy |
61,583
+1,367
| +2% | +$55.1K | 0.34% | 68 |
|
|
2022
Q2 | $2.77M | Buy |
60,216
+2,221
| +4% | +$102K | 0.36% | 66 |
|
|
2022
Q1 | $3.08M | Buy |
57,995
+18,117
| +45% | +$963K | 0.34% | 67 |
|
|
2021
Q4 | $2.24M | Buy |
39,878
+3,019
| +8% | +$170K | 0.24% | 82 |
|
|
2021
Q3 | $2.19M | Buy |
36,859
+3,659
| +11% | +$218K | 0.29% | 68 |
|
|
2021
Q2 | $1.89M | Buy |
33,200
+4,434
| +15% | +$253K | 0.31% | 76 |
|
|
2021
Q1 | $1.59M | Buy |
28,766
+7,511
| +35% | +$415K | 0.33% | 74 |
|
|
2020
Q4 | $990K | Buy |
+21,255
| New | +$990K | 0.31% | 81 |
|