BSW Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $478K | Buy |
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|
2025
Q2 | $348K | Buy |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $419K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $250K | Buy |
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|
2019
Q2 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Buy |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $204K | Buy |
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|
2017
Q4 | $215K | Buy |
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|
2017
Q3 | $215K | Buy |
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|
2017
Q2 | $207K | Buy |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q4 | $203K | Buy |
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