Bison Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $717K | Hold |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $625K | Buy |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $333K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $502K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.25M | Buy |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q2 | $1.27M | Buy |
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|
2015
Q1 | $1.26M | Hold |
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|
2014
Q4 | $1.3M | Buy |
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