Blue Bell Private Wealth Management’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 | $78.4K | Buy |
1,732
+78
| +5% | +$3.53K | 0.01% | 337 |
|
|
2025
Q1 | $69.8K | Buy |
1,654
+197
| +14% | +$8.32K | 0.01% | 337 |
|
|
2024
Q4 | $69.7K | Sell |
1,457
-39
| -3% | -$1.87K | 0.01% | 324 |
|
|
2024
Q3 | $68.4K | Buy |
1,496
+39
| +3% | +$1.78K | 0.01% | 324 |
|
|
2024
Q2 | $57.8K | Hold |
1,457
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $65.1K | Buy |
1,457
+12
| +0.8% | +$536 | 0.01% | 318 |
|
|
2023
Q4 | $62.5K | Hold |
1,445
| – | – | 0.02% | 291 |
|
|
2023
Q3 | $47.8K | Hold |
1,445
| – | – | 0.01% | 270 |
|
|
2023
Q2 | $47.7K | Buy |
1,445
+122
| +9% | +$4.03K | 0.01% | 262 |
|
|
2023
Q1 | $47.7K | Hold |
1,323
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $57.7K | Hold |
1,323
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $53K | Hold |
1,323
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $61K | Buy |
1,323
+33
| +3% | +$1.52K | 0.02% | 199 |
|
|
2022
Q1 | $69K | Hold |
1,290
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $72K | Buy |
+1,290
| New | +$72K | 0.02% | 185 |
|