BWM
Birchcreek Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+4,659
| New | +$211K | 0.12% | 112 |
|
|
2025
Q1 | – | Sell |
-4,659
| Closed | -$223K | – | 126 |
|
|
2024
Q4 | $223K | Hold |
4,659
| – | – | 0.14% | 108 |
|
|
2024
Q3 | $213K | Buy |
+4,659
| New | +$213K | 0.14% | 111 |
|
|
2024
Q2 | – | Sell |
-4,922
| Closed | -$220K | – | 174 |
|
|
2024
Q1 | $220K | Buy |
+4,922
| New | +$220K | 0.12% | 146 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$23K | – | 286 |
|
|
2020
Q4 | $23K | Buy |
+500
| New | +$23K | 0.02% | 299 |
|