Defined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Sell |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $515K | Sell |
|
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|
2024
Q3 | $524K | Buy |
|
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|
2024
Q2 | $453K | Buy |
|
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|
2024
Q1 | $508K | Hold |
|
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|
2023
Q4 | $492K | Buy |
|
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $373K | Buy |
|
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|
2023
Q1 | $407K | Buy |
|
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|
2022
Q4 | $451K | Sell |
|
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|
2022
Q3 | $419K | Hold |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $583K | Hold |
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|
2021
Q3 | $617K | Buy |
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|
2021
Q2 | $587K | Hold |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $480K | Buy |
|