EA
Everpar Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
12,482
+139
| +1% | +$6.29K | 0.26% | 94 |
|
|
2025
Q1 | $521K | Sell |
12,343
-1,331
| -10% | -$56.2K | 0.28% | 93 |
|
|
2024
Q4 | $654K | Sell |
13,674
-512
| -4% | -$24.5K | 0.33% | 73 |
|
|
2024
Q3 | $649K | Buy |
14,186
+531
| +4% | +$24.3K | 0.34% | 76 |
|
|
2024
Q2 | $542K | Sell |
13,655
-2,109
| -13% | -$83.7K | 0.27% | 110 |
|
|
2024
Q1 | $705K | Sell |
15,764
-7,486
| -32% | -$335K | 0.43% | 64 |
|
|
2023
Q4 | $1.01M | Buy |
+23,250
| New | +$1.01M | 0.47% | 51 |
|