FSC Wealth 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 | – | Sell |
-507
| Closed | -$21.4K | – | 238 |
|
|
2025
Q1 | $21.4K | Buy |
507
+5
| +1% | +$211 | 0.01% | 163 |
|
|
2024
Q4 | $24K | Sell |
502
-9
| -2% | -$431 | 0.02% | 151 |
|
|
2024
Q3 | $23.4K | Buy |
511
+6
| +1% | +$274 | 0.02% | 149 |
|
|
2024
Q2 | $20K | Hold |
505
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $22.6K | Sell |
505
-2
| -0.4% | -$89 | 0.02% | 145 |
|
|
2023
Q4 | $21.9K | Hold |
507
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $16.8K | Buy |
+507
| New | +$16.8K | 0.02% | 137 |
|
|
2023
Q2 | – | Sell |
-1,208
| Closed | -$43.5K | – | 196 |
|
|
2023
Q1 | $43.5K | Buy |
1,208
+607
| +101% | +$21.9K | 0.07% | 61 |
|
|
2022
Q4 | $26.2K | Buy |
601
+1
| +0.2% | +$44 | 0.04% | 75 |
|
|
2022
Q3 | $24K | Sell |
600
-107
| -15% | -$4.28K | 0.23% | 74 |
|
|
2022
Q2 | $33K | Buy |
707
+116
| +20% | +$5.41K | 0.29% | 67 |
|
|
2022
Q1 | $31K | Sell |
591
-24
| -4% | -$1.26K | 0.03% | 82 |
|
|
2021
Q4 | $35K | Buy |
+615
| New | +$35K | 0.02% | 86 |
|