Beverly Hills Private Wealth’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 | $259K | Sell |
5,723
-758
| -12% | -$34.3K | 0.05% | 292 |
|
|
2025
Q1 | $274K | Sell |
6,481
-71
| -1% | -$3K | 0.05% | 285 |
|
|
2024
Q4 | $313K | Sell |
6,552
-303
| -4% | -$14.5K | 0.06% | 250 |
|
|
2024
Q3 | $313K | Sell |
6,855
-1,074
| -14% | -$49.1K | 0.06% | 263 |
|
|
2024
Q2 | $315K | Sell |
7,929
-659
| -8% | -$26.2K | 0.07% | 264 |
|
|
2024
Q1 | $384K | Buy |
8,588
+2,373
| +38% | +$106K | 0.09% | 239 |
|
|
2023
Q4 | $269K | Sell |
6,215
-3,018
| -33% | -$131K | 0.07% | 269 |
|
|
2023
Q3 | $305K | Sell |
9,233
-8,946
| -49% | -$296K | 0.09% | 226 |
|
|
2023
Q2 | $725K | Buy |
18,179
+9,584
| +112% | +$382K | 0.12% | 188 |
|
|
2023
Q1 | $310K | Buy |
8,595
+930
| +12% | +$33.5K | 0.1% | 215 |
|
|
2022
Q4 | $334K | Buy |
+7,665
| New | +$334K | 0.15% | 160 |
|