Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
8,009
+1,335
| +20% | +$60.4K | 0.13% | 123 |
|
|
2025
Q1 | $282K | Sell |
6,674
-1,304
| -16% | -$55.1K | 0.12% | 141 |
|
|
2024
Q4 | $382K | Sell |
7,978
-167
| -2% | -$7.99K | 0.18% | 93 |
|
|
2024
Q3 | $372K | Buy |
8,145
+412
| +5% | +$18.8K | 0.18% | 94 |
|
|
2024
Q2 | $307K | Buy |
7,733
+1,710
| +28% | +$67.9K | 0.16% | 108 |
|
|
2024
Q1 | $269K | Buy |
6,023
+733
| +14% | +$32.8K | 0.14% | 131 |
|
|
2023
Q4 | $229K | Buy |
+5,290
| New | +$229K | 0.13% | 147 |
|