CWM
Compass Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,100
| Closed | -$46.4K | – | 394 |
|
|
2025
Q1 | $46.4K | Hold |
1,100
| – | – | 0.01% | 253 |
|
|
2024
Q4 | $52.6K | Hold |
1,100
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $50.3K | Hold |
1,100
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $43.7K | Hold |
1,100
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $49.2K | Hold |
1,100
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $47.6K | Hold |
1,100
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $36.4K | Hold |
1,100
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $36.3K | Buy |
1,100
+200
| +22% | +$6.61K | 0.01% | 273 |
|
|
2023
Q1 | $32.4K | Hold |
900
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $39.2K | Buy |
+900
| New | +$39.2K | 0.01% | 258 |
|