Congress Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
119,983
+47,201
| +65% | +$2.14M | 0.05% | 365 |
|
|
2025
Q1 | $3.07M | Sell |
72,782
-6,245
| -8% | -$264K | 0.04% | 408 |
|
|
2024
Q4 | $3.78M | Sell |
79,027
-31,027
| -28% | -$1.48M | 0.05% | 322 |
|
|
2024
Q3 | $5.03M | Buy |
110,054
+45,993
| +72% | +$2.1M | 0.07% | 293 |
|
|
2024
Q2 | $2.54M | Buy |
64,061
+46,032
| +255% | +$1.83M | 0.04% | 325 |
|
|
2024
Q1 | $806K | Buy |
18,029
+6,683
| +59% | +$299K | 0.01% | 393 |
|
|
2023
Q4 | $491K | Buy |
+11,346
| New | +$491K | 0.01% | 467 |
|