Beese Fulmer Investment Management’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 | $221K | Sell |
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|
2025
Q2 | $212K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $238K | Hold |
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|
2018
Q3 | $275K | Sell |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $301K | Hold |
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|
2017
Q3 | $301K | Hold |
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|
2017
Q2 | $291K | Hold |
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|
2017
Q1 | $289K | Buy |
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|
2016
Q4 | $287K | Sell |
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|
2016
Q3 | $252K | Sell |
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|
2016
Q2 | $312K | Sell |
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|
2016
Q1 | $307K | Hold |
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|
2015
Q4 | $332K | Sell |
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|
2015
Q3 | $336K | Sell |
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|
2015
Q2 | $373K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $392K | Sell |
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|
2014
Q3 | $373K | Sell |
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|
2014
Q2 | $494K | Buy |
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|
2014
Q1 | $480K | Sell |
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|
2013
Q4 | $472K | Buy |
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|
2013
Q3 | $417K | Buy |
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|
2013
Q2 | $356K | Buy |
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