EWA
Encompass Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
5,036
+13
| +0.3% | +$588 | 0.08% | 97 |
|
|
2025
Q1 | $212K | Sell |
5,023
-125
| -2% | -$5.28K | 0.09% | 94 |
|
|
2024
Q4 | $246K | Buy |
5,148
+462
| +10% | +$22.1K | 0.1% | 91 |
|
|
2024
Q3 | $214K | Buy |
+4,686
| New | +$214K | 0.05% | 220 |
|
|
2022
Q3 | – | Sell |
-4,405
| Closed | -$203K | – | 243 |
|
|
2022
Q2 | $203K | Sell |
4,405
-158
| -3% | -$7.28K | 0.07% | 192 |
|
|
2022
Q1 | $243K | Sell |
4,563
-34
| -0.7% | -$1.81K | 0.06% | 194 |
|
|
2021
Q4 | $258K | Sell |
4,597
-212
| -4% | -$11.9K | 0.06% | 196 |
|
|
2021
Q3 | $285K | Sell |
4,809
-344
| -7% | -$20.4K | 0.07% | 181 |
|
|
2021
Q2 | $293K | Hold |
5,153
| – | – | 0.07% | 183 |
|
|
2021
Q1 | $312K | Buy |
5,153
+198
| +4% | +$12K | 0.08% | 178 |
|
|
2020
Q4 | $231K | Buy |
+4,955
| New | +$231K | 0.13% | 99 |
|