Berman Capital Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $131K | Buy |
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|
2020
Q2 | $48K | Sell |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $86K | Buy |
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|
2019
Q3 | $80K | Buy |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $47K | Sell |
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|
2018
Q4 | $91K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $295K | Buy |
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|
2017
Q4 | $252K | Buy |
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