Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $303K | Buy |
7,507
+11
| +0.1% | +$444 | 0.03% | 163 |
|
|
2022
Q2 | $345K | Hold |
7,496
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $398K | Hold |
7,496
| – | – | 0.03% | 172 |
|
|
2021
Q4 | $421K | Sell |
7,496
-490
| -6% | -$27.5K | 0.03% | 160 |
|
|
2021
Q3 | $475K | Hold |
7,986
| – | – | 0.04% | 143 |
|
|
2021
Q2 | $455K | Hold |
7,986
| – | – | 0.04% | 148 |
|
|
2021
Q1 | $442K | Sell |
7,986
-213
| -3% | -$11.8K | 0.04% | 147 |
|
|
2020
Q4 | $382K | Buy |
8,199
+213
| +3% | +$9.92K | 0.04% | 152 |
|
|
2020
Q3 | $286K | Buy |
7,986
+492
| +7% | +$17.6K | 0.03% | 155 |
|
|
2020
Q2 | $276K | Sell |
7,494
-812
| -10% | -$29.9K | 0.04% | 150 |
|
|
2020
Q1 | $286K | Buy |
8,306
+6
| +0.1% | +$207 | 0.05% | 138 |
|
|
2019
Q4 | $492K | Buy |
8,300
+6
| +0.1% | +$356 | 0.06% | 122 |
|
|
2019
Q3 | $459K | Sell |
8,294
-298
| -3% | -$16.5K | 0.06% | 124 |
|
|
2019
Q2 | $450K | Buy |
8,592
+37
| +0.4% | +$1.94K | 0.06% | 119 |
|
|
2019
Q1 | $446K | Buy |
8,555
+34
| +0.4% | +$1.77K | 0.06% | 117 |
|
|
2018
Q4 | $389K | Buy |
+8,521
| New | +$389K | 0.07% | 117 |
|