Baldwin Wealth Partners’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 | $213K | Sell |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $56K | Sell |
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|
2020
Q4 | $528K | Hold |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $405K | Hold |
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|
2020
Q1 | $379K | Hold |
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|
2019
Q4 | $653K | Hold |
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|
2019
Q3 | $609K | Hold |
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|
2019
Q2 | $577K | Hold |
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|
2019
Q1 | $531K | Sell |
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|
2018
Q4 | $529K | Buy |
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|
2018
Q3 | $581K | Hold |
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|
2018
Q2 | $551K | Hold |
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|
2018
Q1 | $556K | Buy |
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|
2017
Q4 | $536K | Hold |
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|
2017
Q3 | $536K | Hold |
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|
2017
Q2 | $519K | Hold |
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|
2017
Q1 | $515K | Hold |
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|
2016
Q4 | $514K | Hold |
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|
2016
Q3 | $429K | Sell |
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|
2016
Q2 | $409K | Hold |
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|
2016
Q1 | $412K | Sell |
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|
2015
Q4 | $497K | Hold |
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|
2015
Q3 | $478K | Hold |
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|
2015
Q2 | $506K | Buy |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $450K | Hold |
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|
2014
Q3 | $418K | Buy |
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|
2014
Q2 | $204K | Hold |
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|
2014
Q1 | $201K | Buy |
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