Evermay 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
Q2 | $36.6K | Hold |
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|
2025
Q1 | $34.2K | Hold |
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|
2024
Q4 | $38.6K | Sell |
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|
2024
Q3 | $48.5K | Sell |
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|
2024
Q2 | $69.6K | Sell |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $76.5K | Sell |
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|
2023
Q3 | $89.5K | Buy |
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|
2023
Q2 | $63.1K | Sell |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $195K | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $638K | Buy |
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|
2019
Q3 | $481K | Sell |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $472K | Sell |
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|
2018
Q3 | $598K | Sell |
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|
2018
Q2 | $591K | Sell |
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|
2018
Q1 | $611K | Buy |
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|
2017
Q4 | $512K | Buy |
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|
2017
Q3 | $371K | Buy |
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|
2017
Q2 | $321K | Hold |
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|
2017
Q1 | $319K | Buy |
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