CWM
Cedar Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
32,517
+77
| +0.2% | +$3.48K | 0.5% | 23 |
|
|
2025
Q1 | $1.37M | Hold |
32,440
| – | – | 0.49% | 23 |
|
|
2024
Q4 | $1.55M | Hold |
32,440
| – | – | 0.56% | 22 |
|
|
2024
Q3 | $1.48M | Hold |
32,440
| – | – | 0.46% | 32 |
|
|
2024
Q2 | $1.29M | Buy |
32,440
+132
| +0.4% | +$5.24K | 0.42% | 32 |
|
|
2024
Q1 | $1.44M | Buy |
32,308
+950
| +3% | +$42.5K | 0.48% | 32 |
|
|
2023
Q4 | $1.36M | Buy |
31,358
+500
| +2% | +$21.6K | 0.49% | 31 |
|
|
2023
Q3 | $1.02M | Buy |
30,858
+4,475
| +17% | +$148K | 0.4% | 33 |
|
|
2023
Q2 | $872K | Buy |
26,383
+26,358
| +105,432% | +$871K | 0.34% | 39 |
|
|
2023
Q1 | $901 | Sell |
25
-250
| -91% | -$9.01K | ﹤0.01% | 290 |
|
|
2022
Q4 | $12K | Hold |
275
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $11K | Hold |
275
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $13K | Hold |
275
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $15K | Hold |
275
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $15K | Buy |
275
+250
| +1,000% | +$13.6K | 0.01% | 271 |
|
|
2021
Q3 | $1K | Sell |
25
-75
| -75% | -$3K | ﹤0.01% | 264 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 213 |
|
|
2016
Q2 | – | Sell |
-311
| Closed | -$13K | – | 144 |
|
|
2016
Q1 | $13K | Hold |
311
| – | – | 0.01% | 86 |
|
|
2015
Q4 | $13K | Buy |
+311
| New | +$13K | 0.01% | 22 |
|