Frank Rimerman Advisors’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 | $423K | Sell |
9,337
-12,825
| -58% | -$580K | 0.03% | 380 |
|
2025
Q1 | $936K | Sell |
22,162
-22,912
| -51% | -$967K | 0.07% | 205 |
|
2024
Q4 | $2.16M | Sell |
45,074
-6,793
| -13% | -$325K | 0.16% | 96 |
|
2024
Q3 | $2.37M | Buy |
51,867
+21,346
| +70% | +$976K | 0.17% | 104 |
|
2024
Q2 | $1.21M | Buy |
+30,521
| New | +$1.21M | 0.09% | 183 |
|