EWM
Evermay Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Hold |
800
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $34.2K | Hold |
800
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $38.6K | Sell |
800
-250
| -24% | -$12.1K | 0.01% | 337 |
|
|
2024
Q3 | $48.5K | Sell |
1,050
-683
| -39% | -$31.6K | 0.01% | 342 |
|
|
2024
Q2 | $69.6K | Sell |
1,733
-778
| -31% | -$31.2K | 0.01% | 313 |
|
|
2024
Q1 | $113K | Buy |
2,511
+763
| +44% | +$34.5K | 0.02% | 266 |
|
|
2023
Q4 | $76.5K | Sell |
1,748
-923
| -35% | -$40.4K | 0.01% | 283 |
|
|
2023
Q3 | $89.5K | Buy |
2,671
+788
| +42% | +$26.4K | 0.02% | 247 |
|
|
2023
Q2 | $63.1K | Sell |
1,883
-1,499
| -44% | -$50.2K | 0.01% | 290 |
|
|
2023
Q1 | $123K | Buy |
3,382
+250
| +8% | +$9.13K | 0.02% | 217 |
|
|
2022
Q4 | $138K | Sell |
3,132
-1,066
| -25% | -$46.9K | 0.03% | 199 |
|
|
2022
Q3 | $171K | Hold |
4,198
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $195K | Sell |
4,198
-3,130
| -43% | -$145K | 0.04% | 161 |
|
|
2022
Q1 | $389K | Buy |
7,328
+1,766
| +32% | +$93.7K | 0.07% | 127 |
|
|
2021
Q4 | $312K | Buy |
5,562
+130
| +2% | +$7.29K | 0.06% | 136 |
|
|
2021
Q3 | $323K | Sell |
5,432
-333
| -6% | -$19.8K | 0.06% | 125 |
|
|
2021
Q2 | $328K | Hold |
5,765
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $319K | Buy |
5,765
+333
| +6% | +$18.4K | 0.06% | 133 |
|
|
2020
Q4 | $253K | Sell |
5,432
-1,185
| -18% | -$55.2K | 0.06% | 147 |
|
|
2020
Q3 | $237K | Hold |
6,617
| – | – | 0.06% | 144 |
|
|
2020
Q2 | $244K | Sell |
6,617
-2,240
| -25% | -$82.6K | 0.06% | 132 |
|
|
2020
Q1 | $305K | Sell |
8,857
-1,900
| -18% | -$65.4K | 0.09% | 100 |
|
|
2019
Q4 | $638K | Buy |
10,757
+2,063
| +24% | +$122K | 0.16% | 72 |
|
|
2019
Q3 | $481K | Sell |
8,694
-375
| -4% | -$20.7K | 0.13% | 80 |
|
|
2019
Q2 | $475K | Sell |
9,069
-1,166
| -11% | -$61.1K | 0.13% | 79 |
|
|
2019
Q1 | $493K | Sell |
10,235
-100
| -1% | -$4.82K | 0.14% | 74 |
|
|
2018
Q4 | $472K | Sell |
10,335
-996
| -9% | -$45.5K | 0.15% | 68 |
|
|
2018
Q3 | $598K | Sell |
11,331
-475
| -4% | -$25.1K | 0.19% | 57 |
|
|
2018
Q2 | $591K | Sell |
11,806
-300
| -2% | -$15K | 0.2% | 56 |
|
|
2018
Q1 | $611K | Buy |
12,106
+2,547
| +27% | +$129K | 0.21% | 58 |
|
|
2017
Q4 | $512K | Buy |
9,559
+2,636
| +38% | +$141K | 0.19% | 62 |
|
|
2017
Q3 | $371K | Buy |
6,923
+732
| +12% | +$39.2K | 0.16% | 54 |
|
|
2017
Q2 | $321K | Hold |
6,191
| – | – | 0.14% | 59 |
|
|
2017
Q1 | $319K | Buy |
+6,191
| New | +$319K | 0.14% | 58 |
|