BWS
Buck Wealth Strategies’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
23,561
+1,144
| +5% | +$51.8K | 0.16% | 65 |
|
|
2025
Q1 | $946K | Buy |
22,417
+8,680
| +63% | +$366K | 0.17% | 70 |
|
|
2024
Q4 | $657K | Buy |
13,737
+5,558
| +68% | +$266K | 0.14% | 63 |
|
|
2024
Q3 | $374K | Sell |
8,179
-4,769
| -37% | -$218K | 0.12% | 63 |
|
|
2024
Q2 | $514K | Sell |
12,948
-97,338
| -88% | -$3.86M | 0.15% | 61 |
|
|
2024
Q1 | $4.93M | Buy |
110,286
+98,030
| +800% | +$4.38M | 1.69% | 22 |
|
|
2023
Q4 | $530K | Sell |
12,256
-454
| -4% | -$19.6K | 0.2% | 54 |
|
|
2023
Q3 | $420K | Buy |
12,710
+11,206
| +745% | +$370K | 0.17% | 58 |
|
|
2023
Q2 | $49.7K | Buy |
+1,504
| New | +$49.7K | 0.02% | 81 |
|