Caldwell Trust’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
Q3 | $138K | Sell |
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|
2025
Q2 | $147K | Hold |
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|
2025
Q1 | $138K | Sell |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $189K | Sell |
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|
2024
Q2 | $166K | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $805K | Sell |
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|
2020
Q1 | $821K | Sell |
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|
2019
Q4 | $1.46M | Buy |
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