Boomfish Wealth Group’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 |
-9,326
| Closed | -$446K | – | 90 |
|
|
2024
Q4 | $446K | Sell |
9,326
-20,216
| -68% | -$967K | 0.27% | 73 |
|
|
2024
Q3 | $1.35M | Sell |
29,542
-2,887
| -9% | -$132K | 0.83% | 59 |
|
|
2024
Q2 | $1.29M | Buy |
32,429
+1,147
| +4% | +$45.5K | 0.83% | 59 |
|
|
2024
Q1 | $1.4M | Sell |
31,282
-1,635
| -5% | -$73.1K | 0.94% | 45 |
|
|
2023
Q4 | $1.42M | Buy |
+32,917
| New | +$1.42M | 1.03% | 39 |
|