DWMG
DB Wealth Management Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $556K | Hold |
12,852
| – | – | 0.32% | 53 |
|
|
2023
Q3 | $425K | Hold |
12,852
| – | – | 0.27% | 61 |
|
|
2023
Q2 | $425K | Buy |
12,852
+11,150
| +655% | +$368K | 0.26% | 63 |
|
|
2023
Q1 | $61.4K | Hold |
1,702
| – | – | 0.04% | 138 |
|
|
2022
Q4 | $74.2K | Hold |
1,702
| – | – | 0.05% | 120 |
|
|
2022
Q3 | $69K | Hold |
1,702
| – | – | 0.05% | 124 |
|
|
2022
Q2 | $78K | Hold |
1,702
| – | – | 0.05% | 121 |
|
|
2022
Q1 | $90K | Hold |
1,702
| – | – | 0.05% | 124 |
|
|
2021
Q4 | $96K | Hold |
1,702
| – | – | 0.06% | 118 |
|
|
2021
Q3 | $101K | Hold |
1,702
| – | – | 0.07% | 115 |
|
|
2021
Q2 | $97K | Hold |
1,702
| – | – | 0.06% | 115 |
|
|
2021
Q1 | $94K | Hold |
1,702
| – | – | 0.06% | 116 |
|
|
2020
Q4 | $79K | Buy |
+1,702
| New | +$79K | 0.06% | 125 |
|