BDO Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45.5K | Buy |
1,376
+126
| +10% | +$4.16K | 0.01% | 447 |
|
|
2023
Q1 | $45.1K | Hold |
1,250
| – | – | 0.01% | 439 |
|
|
2022
Q4 | $54.5K | Sell |
1,250
-350
| -22% | -$15.3K | 0.01% | 400 |
|
|
2022
Q3 | $65K | Buy |
1,600
+350
| +28% | +$14.2K | 0.01% | 374 |
|
|
2022
Q2 | $58K | Sell |
1,250
-144
| -10% | -$6.68K | 0.01% | 388 |
|
|
2022
Q1 | $74K | Sell |
1,394
-175
| -11% | -$9.29K | 0.01% | 371 |
|
|
2021
Q4 | $88K | Buy |
1,569
+319
| +26% | +$17.9K | 0.01% | 366 |
|
|
2021
Q3 | $74K | Hold |
1,250
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $71K | Hold |
1,250
| – | – | 0.01% | 415 |
|
|
2021
Q1 | $69K | Buy |
1,250
+50
| +4% | +$2.76K | 0.01% | 406 |
|
|
2020
Q4 | $56K | Hold |
1,200
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $43K | Hold |
1,200
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $44K | Hold |
1,200
| – | – | 0.01% | 343 |
|
|
2020
Q1 | $41K | Hold |
1,200
| – | – | 0.01% | 357 |
|
|
2019
Q4 | $71K | Hold |
1,200
| – | – | 0.02% | 269 |
|
|
2019
Q3 | $66K | Hold |
1,200
| – | – | 0.02% | 284 |
|
|
2019
Q2 | $63K | Hold |
1,200
| – | – | 0.02% | 282 |
|
|
2019
Q1 | $58K | Sell |
1,200
-274
| -19% | -$13.2K | 0.02% | 266 |
|
|
2018
Q4 | $67K | Hold |
1,474
| – | – | 0.02% | 237 |
|
|
2018
Q3 | $78K | Sell |
1,474
-60
| -4% | -$3.18K | 0.03% | 240 |
|
|
2018
Q2 | $77K | Buy |
1,534
+274
| +22% | +$13.8K | 0.03% | 240 |
|
|
2018
Q1 | $64K | Buy |
1,260
+60
| +5% | +$3.05K | 0.02% | 227 |
|
|
2017
Q4 | $64K | Hold |
1,200
| – | – | 0.03% | 191 |
|
|
2017
Q3 | $64K | Sell |
1,200
-59
| -5% | -$3.15K | 0.03% | 176 |
|
|
2017
Q2 | $65K | Buy |
+1,259
| New | +$65K | 0.03% | 211 |
|