First Western Trust Bank’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,506
| Closed | -$216K | – | 200 |
|
|
2024
Q4 | $216K | Buy |
4,506
+108
| +2% | +$5.17K | 0.01% | 188 |
|
|
2024
Q3 | $201K | Buy |
+4,398
| New | +$201K | 0.01% | 201 |
|
|
2022
Q3 | – | Sell |
-4,385
| Closed | -$202K | – | 194 |
|
|
2022
Q2 | $202K | Sell |
4,385
-486
| -10% | -$22.4K | 0.01% | 168 |
|
|
2022
Q1 | $269K | Buy |
+4,871
| New | +$269K | 0.01% | 160 |
|