BSW Wealth 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
Q2 | $348K | Buy |
7,690
+530
| +7% | +$24K | 0.05% | 215 |
|
|
2025
Q1 | $302K | Sell |
7,160
-241
| -3% | -$10.2K | 0.05% | 233 |
|
|
2024
Q4 | $354K | Buy |
7,401
+393
| +6% | +$18.8K | 0.05% | 207 |
|
|
2024
Q3 | $320K | Sell |
7,008
-1,997
| -22% | -$91.3K | 0.05% | 213 |
|
|
2024
Q2 | $357K | Sell |
9,005
-189
| -2% | -$7.5K | 0.06% | 181 |
|
|
2024
Q1 | $411K | Buy |
9,194
+2,202
| +31% | +$98.4K | 0.07% | 162 |
|
|
2023
Q4 | $303K | Sell |
6,992
-1,039
| -13% | -$45K | 0.06% | 203 |
|
|
2023
Q3 | $265K | Buy |
8,031
+1,444
| +22% | +$47.7K | 0.06% | 193 |
|
|
2023
Q2 | $218K | Sell |
6,587
-478
| -7% | -$15.8K | 0.05% | 241 |
|
|
2023
Q1 | $255K | Buy |
7,065
+709
| +11% | +$25.6K | 0.05% | 248 |
|
|
2022
Q4 | $277K | Buy |
6,356
+113
| +2% | +$4.93K | 0.06% | 231 |
|
|
2022
Q3 | $252K | Sell |
6,243
-4,631
| -43% | -$187K | 0.06% | 220 |
|
|
2022
Q2 | $500K | Buy |
10,874
+75
| +0.7% | +$3.45K | 0.12% | 118 |
|
|
2022
Q1 | $574K | Buy |
10,799
+1,278
| +13% | +$67.9K | 0.15% | 108 |
|
|
2021
Q4 | $535K | Sell |
9,521
-1,306
| -12% | -$73.4K | 0.13% | 112 |
|
|
2021
Q3 | $644K | Buy |
10,827
+3,478
| +47% | +$207K | 0.18% | 76 |
|
|
2021
Q2 | $419K | Buy |
7,349
+923
| +14% | +$52.6K | 0.12% | 118 |
|
|
2021
Q1 | $355K | Buy |
6,426
+472
| +8% | +$26.1K | 0.1% | 120 |
|
|
2020
Q4 | $277K | Buy |
+5,954
| New | +$277K | 0.09% | 133 |
|
|
2020
Q1 | – | Sell |
-4,551
| Closed | -$270K | – | 135 |
|
|
2019
Q4 | $270K | Buy |
4,551
+38
| +0.8% | +$2.25K | 0.09% | 102 |
|
|
2019
Q3 | $250K | Buy |
4,513
+280
| +7% | +$15.5K | 0.1% | 88 |
|
|
2019
Q2 | $222K | Buy |
+4,233
| New | +$222K | 0.08% | 93 |
|
|
2018
Q4 | – | Sell |
-4,082
| Closed | -$216K | – | 141 |
|
|
2018
Q3 | $216K | Buy |
4,082
+43
| +1% | +$2.28K | 0.08% | 126 |
|
|
2018
Q2 | $202K | Sell |
4,039
-1
| -0% | -$50 | 0.09% | 85 |
|
|
2018
Q1 | $204K | Buy |
4,040
+22
| +0.5% | +$1.11K | 0.09% | 77 |
|
|
2017
Q4 | $215K | Buy |
4,018
+2
| +0% | +$107 | 0.09% | 79 |
|
|
2017
Q3 | $215K | Buy |
4,016
+21
| +0.5% | +$1.12K | 0.09% | 79 |
|
|
2017
Q2 | $207K | Buy |
3,995
+22
| +0.6% | +$1.14K | 0.09% | 75 |
|
|
2017
Q1 | $205K | Buy |
3,973
+23
| +0.6% | +$1.19K | 0.1% | 69 |
|
|
2016
Q4 | $203K | Buy |
+3,950
| New | +$203K | 0.11% | 72 |
|