Burt Wealth Advisors’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
Q2 | $366K | Hold |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $459K | Hold |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $616K | Hold |
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|
2021
Q1 | $598K | Hold |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $78K | Sell |
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|
2019
Q3 | $625K | Sell |
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|
2019
Q2 | $615K | Sell |
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|
2019
Q1 | $567K | Sell |
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|
2018
Q4 | $539K | Hold |
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|
2018
Q3 | $623K | Sell |
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|
2018
Q2 | $592K | Hold |
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|
2018
Q1 | $598K | Sell |
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|
2017
Q4 | $636K | Sell |
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|
2017
Q3 | $660K | Hold |
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|
2017
Q2 | $639K | Hold |
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|
2017
Q1 | $635K | Sell |
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|
2016
Q4 | $651K | Buy |
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|
2016
Q3 | $528K | Hold |
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|
2016
Q2 | $496K | Sell |
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|
2016
Q1 | $522K | Buy |
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|
2015
Q4 | $547K | Hold |
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|
2015
Q3 | $526K | Sell |
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|
2015
Q2 | $584K | Hold |
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|
2015
Q1 | $587K | Hold |
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|
2014
Q4 | $615K | Buy |
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