Daymark Wealth Partners’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 | $21.9M | Sell |
484,677
-38,439
| -7% | -$1.74M | 0.83% | 30 |
|
|
2025
Q1 | $22.1M | Sell |
523,116
-22,153
| -4% | -$935K | 0.95% | 24 |
|
|
2024
Q4 | $26.1M | Sell |
545,269
-8,280
| -1% | -$396K | 1.1% | 15 |
|
|
2024
Q3 | $25.3M | Buy |
553,549
+779
| +0.1% | +$35.6K | 1.07% | 15 |
|
|
2024
Q2 | $21.9M | Sell |
552,770
-43,553
| -7% | -$1.73M | 1.01% | 16 |
|
|
2024
Q1 | $26.7M | Sell |
596,323
-10,817
| -2% | -$484K | 1.43% | 12 |
|
|
2023
Q4 | $26.3M | Sell |
607,140
-316
| -0.1% | -$13.7K | 1.61% | 12 |
|
|
2023
Q3 | $20.1M | Buy |
607,456
+8,088
| +1% | +$267K | 1.38% | 14 |
|
|
2023
Q2 | $19.8M | Buy |
599,368
+19,176
| +3% | +$634K | 1.47% | 12 |
|
|
2023
Q1 | $20.9M | Buy |
580,192
+8,626
| +2% | +$311K | 2.78% | 5 |
|
|
2022
Q4 | $24.9M | Buy |
+571,566
| New | +$24.9M | 4.41% | 4 |
|