Blueprint Investment Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,873
| Closed | -$329K | – | 200 |
|
2024
Q4 | $329K | Buy |
+6,873
| New | +$329K | 0.05% | 153 |
|
2023
Q2 | – | Sell |
-7,992
| Closed | -$288K | – | 240 |
|
2023
Q1 | $288K | Buy |
+7,992
| New | +$288K | 0.07% | 186 |
|
2022
Q2 | – | Sell |
-4,427
| Closed | -$235K | – | 223 |
|
2022
Q1 | $235K | Sell |
4,427
-197
| -4% | -$10.5K | 0.06% | 153 |
|
2021
Q4 | $260K | Buy |
4,624
+2,044
| +79% | +$115K | 0.06% | 166 |
|
2021
Q3 | $153K | Buy |
+2,580
| New | +$153K | 0.08% | 155 |
|