Forza Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
10,815
+1,425
| +15% | +$64.5K | 0.2% | 118 |
|
|
2025
Q1 | $396K | Hold |
9,390
| – | – | 0.18% | 129 |
|
|
2024
Q4 | $449K | Sell |
9,390
-400
| -4% | -$19.1K | 0.2% | 113 |
|
|
2024
Q3 | $448K | Hold |
9,790
| – | – | 0.21% | 127 |
|
|
2024
Q2 | $389K | Sell |
9,790
-400
| -4% | -$15.9K | 0.2% | 131 |
|
|
2024
Q1 | $455K | Hold |
10,190
| – | – | 0.24% | 118 |
|
|
2023
Q4 | $441K | Buy |
10,190
+25
| +0.2% | +$1.08K | 0.24% | 114 |
|
|
2023
Q3 | $336K | Sell |
10,165
-900
| -8% | -$29.8K | 0.17% | 142 |
|
|
2023
Q2 | $366K | Sell |
11,065
-1,160
| -9% | -$38.3K | 0.18% | 139 |
|
|
2023
Q1 | $441K | Sell |
12,225
-2,200
| -15% | -$79.3K | 0.23% | 129 |
|
|
2022
Q4 | $629K | Buy |
+14,425
| New | +$629K | 0.42% | 65 |
|