Cassady Schiller Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $3.39M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.71M | Sell |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $4.06M | Sell |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $4.51M | Sell |
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|
2022
Q4 | $5.7M | Sell |
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|
2022
Q3 | $5.29M | Buy |
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|
2022
Q2 | $6.04M | Sell |
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|
2022
Q1 | $7.03M | Buy |
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|
2021
Q4 | $5.96M | Buy |
|