Buttonwood Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,321
| Closed | -$238K | – | 107 |
|
|
2024
Q1 | $238K | Sell |
5,321
-78
| -1% | -$3.49K | 0.11% | 96 |
|
|
2023
Q4 | $234K | Buy |
+5,399
| New | +$234K | 0.13% | 95 |
|
|
2023
Q3 | – | Sell |
-8,554
| Closed | -$283K | – | 102 |
|
|
2023
Q2 | $283K | Sell |
8,554
-17,829
| -68% | -$589K | 0.18% | 84 |
|
|
2023
Q1 | $951K | Buy |
26,383
+925
| +4% | +$33.3K | 0.74% | 36 |
|
|
2022
Q4 | $1.11M | Buy |
25,458
+1,652
| +7% | +$72K | 0.93% | 30 |
|
|
2022
Q3 | $985K | Buy |
23,806
+99
| +0.4% | +$4.1K | 0.89% | 31 |
|
|
2022
Q2 | $1.09M | Sell |
23,707
-114
| -0.5% | -$5.25K | 0.98% | 31 |
|
|
2022
Q1 | $1.27M | Sell |
23,821
-377
| -2% | -$20K | 1.14% | 27 |
|
|
2021
Q4 | $1.36M | Buy |
+24,198
| New | +$1.36M | 1.33% | 25 |
|