BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.84M | Buy |
|
|||||
|
2023
Q1 | $2.06M | Buy |
|
|||||
|
2022
Q4 | $2.47M | Sell |
|
|||||
|
2022
Q3 | $2.52M | Sell |
|
|||||
|
2022
Q2 | $3.52M | Buy |
|
|||||
|
2022
Q1 | $4.03M | Buy |
|
|||||
|
2021
Q4 | $4.04M | Buy |
|
|||||
|
2021
Q3 | $4.15M | Buy |
|
|||||
|
2021
Q2 | $3.83M | Sell |
|
|||||
|
2021
Q1 | $3.73M | Sell |
|
|||||
|
2020
Q4 | $3.16M | Sell |
|
|||||
|
2020
Q3 | $2.44M | Sell |
|
|||||
|
2020
Q2 | $2.66M | Buy |
|
|||||
|
2020
Q1 | $2.37M | Buy |
|
|||||
|
2019
Q4 | $3.81M | Sell |
|
|||||
|
2019
Q3 | $3.64M | Sell |
|
|||||
|
2019
Q2 | $3.69M | Sell |
|
|||||
|
2019
Q1 | $3.59M | Buy |
|
|||||
|
2018
Q4 | $2.86M | Sell |
|
|||||
|
2018
Q3 | $3.48M | Buy |
|
|||||
|
2018
Q2 | $2.99M | Buy |
|
|||||
|
2018
Q1 | $2.5M | Buy |
|
|||||
|
2017
Q4 | $1.53M | Sell |
|
|||||
|
2017
Q3 | $1.69M | Buy |
|
|||||
|
2017
Q2 | $1.27M | Sell |
|
|||||
|
2017
Q1 | $1.32M | Sell |
|
|||||
|
2016
Q4 | $1.32M | Buy |
|
|||||
|
2016
Q3 | $1.02M | Sell |
|
|||||
|
2016
Q2 | $973K | Buy |
|
|||||
|
2016
Q1 | $906K | Buy |
|