Concord Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $121K | Buy |
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|
2025
Q2 | $48.2K | Sell |
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|
2025
Q1 | $53.9K | Sell |
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|
2024
Q4 | $68K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $174K | Sell |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $184K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $84K | Buy |
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