Buffington Mohr McNeal’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
Q1 | $1.21M | Sell |
28,762
-3,421
| -11% | -$158K | 0.24% | 47 |
|
|
2024
Q4 | $1.54M | Hold |
32,183
| – | – | 0.26% | 55 |
|
|
2024
Q3 | $1.47M | Sell |
32,183
-262
| -0.8% | -$11.5K | 0.24% | 56 |
|
|
2024
Q2 | $1.29M | Buy |
32,445
+216
| +0.7% | +$8.81K | 0.23% | 57 |
|
|
2024
Q1 | $1.44M | Buy |
32,229
+200
| +0.6% | +$8.44K | 0.26% | 52 |
|
|
2023
Q4 | $1.39M | Hold |
32,029
| – | – | 0.28% | 51 |
|
|
2023
Q3 | $1.06M | Sell |
32,029
-300
| -0.9% | -$10.9K | 0.24% | 65 |
|
|
2023
Q2 | $1.07M | Sell |
32,329
-400
| -1% | -$12.9K | 0.23% | 65 |
|
|
2023
Q1 | $1.18M | Sell |
32,729
-22
| -0.1% | -$980 | 0.27% | 59 |
|
|
2022
Q4 | $1.43M | Sell |
32,751
-250
| -0.8% | -$10.7K | 0.33% | 50 |
|
|
2022
Q3 | $1.33M | Hold |
33,001
| – | – | 0.32% | 52 |
|
|
2022
Q2 | $1.52M | Sell |
33,001
-475
| -1% | -$23.7K | 0.33% | 51 |
|
|
2022
Q1 | $1.78M | Sell |
33,476
-1,075
| -3% | -$61.8K | 0.34% | 49 |
|
|
2021
Q4 | $1.94M | Hold |
34,551
| – | – | 0.33% | 51 |
|
|
2021
Q3 | $2.05M | Sell |
34,551
-75
| -0.2% | -$4.27K | 0.39% | 49 |
|
|
2021
Q2 | $1.97M | Sell |
34,626
-4,831
| -12% | -$283K | 0.39% | 47 |
|
|
2021
Q1 | $2.18M | Sell |
39,457
-545
| -1% | -$27.2K | 0.47% | 46 |
|
|
2020
Q4 | $1.86M | Buy |
40,002
+235
| +0.6% | +$9.95K | 0.43% | 45 |
|
|
2020
Q3 | $1.43M | Sell |
39,767
-3,240
| -8% | -$119K | 0.38% | 47 |
|
|
2020
Q2 | $1.58M | Sell |
43,007
-800
| -2% | -$28.5K | 0.45% | 47 |
|
|
2020
Q1 | $1.51M | Sell |
43,807
-1,728
| -4% | -$83.3K | 0.5% | 44 |
|
|
2019
Q4 | $2.7M | Sell |
45,535
-212
| -0.5% | -$12.3K | 0.76% | 36 |
|
|
2019
Q3 | $2.53M | Sell |
45,747
-600
| -1% | -$32.4K | 0.78% | 39 |
|
|
2019
Q2 | $2.43M | Sell |
46,347
-1,972
| -4% | -$102K | 0.76% | 40 |
|
|
2019
Q1 | $2.33M | Sell |
48,319
-278
| -0.6% | -$13.9K | 0.75% | 39 |
|
|
2018
Q4 | $2.22M | Sell |
48,597
-3,417
| -7% | -$176K | 0.89% | 34 |
|
|
2018
Q3 | $2.75M | Hold |
52,014
| – | – | 0.95% | 35 |
|
|
2018
Q2 | $2.6M | Sell |
52,014
-1,057
| -2% | -$53.6K | 0.98% | 34 |
|
|
2018
Q1 | $2.68M | Sell |
53,071
-187
| -0.4% | -$10.2K | 1.03% | 33 |
|
|
2017
Q4 | $2.85M | Buy |
53,258
+137
| +0.3% | +$7.37K | 1.09% | 30 |
|
|
2017
Q3 | $2.89M | Buy |
53,121
+318
| +0.6% | +$16.6K | 1.12% | 28 |
|
|
2017
Q2 | $2.74M | Buy |
52,803
+202
| +0.4% | +$10.4K | 1.08% | 29 |
|
|
2017
Q1 | $2.71M | Buy |
+52,601
| New | +$2.8M | 1.19% | 29 |
|
Other funds holding USB
MB
Buffington Mohr McNeal's USB Position: Q1 2025 in Review
Buffington Mohr McNeal reduced its US Bancorp (USB) stake by 11% in Q1 2025, selling an estimated $158K and leaving 28,762 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #47.
Buffington Mohr McNeal first reported a position in USB in Q1 2017 and has held it in 33 quarters since. The position peaked at $2.89M in Q3 2017. 1,820 funds tracked by Wall St. Rank hold USB as of Q1 2025.
- Buffington Mohr McNeal held 28,762 shares of US Bancorp worth $1.21M as of Q1 2025.
- Buffington Mohr McNeal sold 3,421 US Bancorp shares in Q1 2025, an estimated $158K.
- US Bancorp made up 0.24% of Buffington Mohr McNeal's portfolio in Q1 2025, its #47 holding.
- Buffington Mohr McNeal first reported a position in US Bancorp in Q1 2017 and has held it in 33 quarters since.
- Buffington Mohr McNeal's US Bancorp position peaked at $2.89M in Q3 2017.
- 1,820 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.