Carolinas Wealth Consulting’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,165
| Closed | -$49.2K | – | 889 |
|
|
2025
Q1 | $49.2K | Sell |
1,165
-1,299
| -53% | -$54.9K | 0.01% | 356 |
|
|
2024
Q4 | $119K | Buy |
2,464
+61
| +3% | +$2.95K | 0.02% | 232 |
|
|
2024
Q3 | $111K | Sell |
2,403
-1,019
| -30% | -$47.1K | 0.02% | 243 |
|
|
2024
Q2 | $136K | Buy |
3,422
+12
| +0.4% | +$476 | 0.03% | 215 |
|
|
2024
Q1 | $154K | Buy |
3,410
+61
| +2% | +$2.76K | 0.03% | 203 |
|
|
2023
Q4 | $147K | Buy |
3,349
+413
| +14% | +$18.1K | 0.03% | 189 |
|
|
2023
Q3 | $93.6K | Buy |
2,936
+91
| +3% | +$2.9K | 0.02% | 223 |
|
|
2023
Q2 | $95.4K | Sell |
2,845
-594
| -17% | -$19.9K | 0.02% | 265 |
|
|
2023
Q1 | $126K | Buy |
3,439
+247
| +8% | +$9.02K | 0.03% | 233 |
|
|
2022
Q4 | $141K | Sell |
3,192
-54
| -2% | -$2.38K | 0.03% | 212 |
|
|
2022
Q3 | $132K | Buy |
3,246
+63
| +2% | +$2.56K | 0.03% | 201 |
|
|
2022
Q2 | $148K | Hold |
3,183
| – | – | 0.04% | 190 |
|
|
2022
Q1 | $171K | Sell |
3,183
-222
| -7% | -$11.9K | 0.04% | 189 |
|
|
2021
Q4 | $193K | Buy |
3,405
+860
| +34% | +$48.7K | 0.04% | 173 |
|
|
2021
Q3 | $152K | Buy |
2,545
+8
| +0.3% | +$478 | 0.04% | 189 |
|
|
2021
Q2 | $146K | Sell |
2,537
-550
| -18% | -$31.7K | 0.03% | 213 |
|
|
2021
Q1 | $172K | Sell |
3,087
-59
| -2% | -$3.29K | 0.04% | 184 |
|
|
2020
Q4 | $148K | Sell |
3,146
-26
| -0.8% | -$1.22K | 0.04% | 180 |
|
|
2020
Q3 | $114K | Buy |
3,172
+2,341
| +282% | +$84.1K | 0.04% | 184 |
|
|
2020
Q2 | $31K | Buy |
+831
| New | +$31K | 0.01% | 251 |
|