Concentric 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
Q3 | $309K | Sell |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $670K | Hold |
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|
2022
Q1 | $773K | Hold |
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|
2021
Q4 | $817K | Sell |
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|
2021
Q3 | $895K | Sell |
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|
2021
Q2 | $945K | Hold |
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|
2021
Q1 | $917K | Hold |
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|
2020
Q4 | $772K | Sell |
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|
2020
Q3 | $622K | Sell |
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|
2020
Q2 | $672K | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $2.22M | Buy |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $1.54M | Buy |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.51M | Sell |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.46M | Buy |
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