FMWA
Forvis Mazars Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
10,125
-5,437
| -35% | -$246K | 0.01% | 300 |
|
|
2025
Q1 | $657K | Sell |
15,562
-27,304
| -64% | -$1.15M | 0.02% | 245 |
|
|
2024
Q4 | $2.05M | Sell |
42,866
-18
| -0% | -$861 | 0.05% | 157 |
|
|
2024
Q3 | $1.96M | Buy |
42,884
+25,274
| +144% | +$1.16M | 0.05% | 165 |
|
|
2024
Q2 | $699K | Buy |
17,610
+1,154
| +7% | +$45.8K | 0.02% | 241 |
|
|
2024
Q1 | $736K | Buy |
16,456
+1,786
| +12% | +$79.8K | 0.02% | 244 |
|
|
2023
Q4 | $635K | Sell |
14,670
-6,563
| -31% | -$284K | 0.02% | 249 |
|
|
2023
Q3 | $702K | Sell |
21,233
-19,376
| -48% | -$641K | 0.02% | 230 |
|
|
2023
Q2 | $1.34M | Sell |
40,609
-2,384
| -6% | -$78.8K | 0.04% | 193 |
|
|
2023
Q1 | $1.55M | Buy |
42,993
+2,796
| +7% | +$101K | 0.05% | 170 |
|
|
2022
Q4 | $1.75M | Sell |
40,197
-631
| -2% | -$27.5K | 0.06% | 158 |
|
|
2022
Q3 | $1.65M | Sell |
40,828
-179
| -0.4% | -$7.22K | 0.07% | 155 |
|
|
2022
Q2 | $1.89M | Buy |
41,007
+1,853
| +5% | +$85.3K | 0.08% | 132 |
|
|
2022
Q1 | $2.08M | Buy |
39,154
+1,328
| +4% | +$70.6K | 0.09% | 107 |
|
|
2021
Q4 | $2.13M | Sell |
37,826
-278
| -0.7% | -$15.6K | 0.09% | 97 |
|
|
2021
Q3 | $2.27M | Sell |
38,104
-611
| -2% | -$36.3K | 0.1% | 89 |
|
|
2021
Q2 | $2.21M | Sell |
38,715
-679
| -2% | -$38.7K | 0.1% | 89 |
|
|
2021
Q1 | $2.18M | Sell |
39,394
-4,936
| -11% | -$273K | 0.11% | 89 |
|
|
2020
Q4 | $2.07M | Buy |
44,330
+301
| +0.7% | +$14K | 0.1% | 99 |
|
|
2020
Q3 | $1.58M | Buy |
44,029
+389
| +0.9% | +$13.9K | 0.09% | 103 |
|
|
2020
Q2 | $1.61M | Buy |
43,640
+662
| +2% | +$24.4K | 0.1% | 98 |
|
|
2020
Q1 | $1.48M | Sell |
42,978
-2,868
| -6% | -$98.8K | 0.12% | 90 |
|
|
2019
Q4 | $2.72M | Buy |
45,846
+3,208
| +8% | +$190K | 0.2% | 67 |
|
|
2019
Q3 | $2.36M | Buy |
42,638
+879
| +2% | +$48.7K | 0.19% | 71 |
|
|
2019
Q2 | $2.19M | Sell |
41,759
-1,194
| -3% | -$62.6K | 0.18% | 73 |
|
|
2019
Q1 | $2.07M | Buy |
42,953
+24,658
| +135% | +$1.19M | 0.17% | 74 |
|
|
2018
Q4 | $836K | Sell |
18,295
-24,537
| -57% | -$1.12M | 0.09% | 99 |
|
|
2018
Q3 | $2.26M | Sell |
42,832
-1
| -0% | -$53 | 0.2% | 66 |
|
|
2018
Q2 | $2.14M | Sell |
42,833
-265
| -0.6% | -$13.3K | 0.21% | 65 |
|
|
2018
Q1 | $2.18M | Buy |
43,098
+26,067
| +153% | +$1.32M | 0.22% | 65 |
|
|
2017
Q4 | $913K | Sell |
17,031
-7,616
| -31% | -$408K | 0.09% | 102 |
|
|
2017
Q3 | $1.32M | Sell |
24,647
-19,601
| -44% | -$1.05M | 0.15% | 77 |
|
|
2017
Q2 | $2.3M | Buy |
44,248
+25,089
| +131% | +$1.3M | 0.26% | 56 |
|
|
2017
Q1 | $987K | Sell |
19,159
-2,157
| -10% | -$111K | 0.12% | 83 |
|
|
2016
Q4 | $1.1M | Buy |
21,316
+597
| +3% | +$30.7K | 0.14% | 78 |
|
|
2016
Q3 | $889K | Sell |
20,719
-24,850
| -55% | -$1.07M | 0.12% | 81 |
|
|
2016
Q2 | $1.84M | Buy |
45,569
+24,372
| +115% | +$983K | 0.27% | 48 |
|
|
2016
Q1 | $860K | Sell |
21,197
-735
| -3% | -$29.8K | 0.14% | 79 |
|
|
2015
Q4 | $936K | Buy |
21,932
+11,156
| +104% | +$476K | 0.14% | 76 |
|
|
2015
Q3 | $442K | Buy |
10,776
+28
| +0.3% | +$1.15K | 0.08% | 111 |
|
|
2015
Q2 | $466K | Sell |
10,748
-293
| -3% | -$12.7K | 0.07% | 113 |
|
|
2015
Q1 | $482K | Buy |
11,041
+1,107
| +11% | +$48.3K | 0.07% | 111 |
|
|
2014
Q4 | $447K | Buy |
9,934
+3,745
| +61% | +$169K | 0.07% | 104 |
|
|
2014
Q3 | $259K | Hold |
6,189
| – | – | 0.04% | 114 |
|
|
2014
Q2 | $268K | Sell |
6,189
-25,049
| -80% | -$1.08M | 0.05% | 118 |
|
|
2014
Q1 | $1.34M | Sell |
31,238
-250
| -0.8% | -$10.7K | 0.24% | 63 |
|
|
2013
Q4 | $1.27M | Sell |
31,488
-108
| -0.3% | -$4.36K | 0.24% | 65 |
|
|
2013
Q3 | $1.16M | Buy |
31,596
+23,418
| +286% | +$857K | 0.24% | 69 |
|
|
2013
Q2 | $296K | Buy |
+8,178
| New | +$296K | 0.23% | 79 |
|