DiNuzzo Private Wealth’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 | $280K | Sell |
6,193
-486
| -7% | -$22K | 0.03% | 66 |
|
2025
Q1 | $282K | Buy |
6,679
+3
| +0% | +$127 | 0.04% | 64 |
|
2024
Q4 | $319K | Hold |
6,676
| – | – | 0.04% | 61 |
|
2024
Q3 | $305K | Buy |
6,676
+6,267
| +1,532% | +$287K | 0.04% | 61 |
|
2024
Q2 | $16.2K | Buy |
409
+14
| +4% | +$556 | ﹤0.01% | 153 |
|
2024
Q1 | $17.7K | Hold |
395
| – | – | ﹤0.01% | 137 |
|
2023
Q4 | $17.1K | Buy |
+395
| New | +$17.1K | ﹤0.01% | 139 |
|