Brady Family Wealth’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
$1.62M Sell
35,806
-1,598
-4% -$72.3K 0.5% 51
2025
Q1
$1.58M Sell
37,404
-2
-0% -$84 0.51% 51
2024
Q4
$1.79M Sell
37,406
-1,118
-3% -$53.5K 0.55% 51
2024
Q3
$1.76M Sell
38,524
-353
-0.9% -$16.1K 0.53% 49
2024
Q2
$1.54M Buy
38,877
+2,263
+6% +$89.8K 0.5% 50
2024
Q1
$1.64M Buy
36,614
+14
+0% +$626 0.53% 50
2023
Q4
$1.58M Sell
36,600
-5,150
-12% -$223K 0.54% 48
2023
Q3
$1.38M Buy
41,750
+23,645
+131% +$782K 0.53% 48
2023
Q2
$598K Sell
18,105
-1,410
-7% -$46.6K 0.22% 73
2023
Q1
$704K Buy
19,515
+1,490
+8% +$53.7K 0.28% 71
2022
Q4
$786K Buy
+18,025
New +$786K 0.32% 65