FFWM
Future Financial Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
10,694
| – | – | 0.33% | 58 |
|
|
2025
Q1 | $452K | Hold |
10,694
| – | – | 0.33% | 59 |
|
|
2024
Q4 | $511K | Sell |
10,694
-625
| -6% | -$29.9K | 0.37% | 52 |
|
|
2024
Q3 | $518K | Sell |
11,319
-9
| -0.1% | -$412 | 0.37% | 58 |
|
|
2024
Q2 | $450K | Buy |
11,328
+177
| +2% | +$7.03K | 0.4% | 61 |
|
|
2024
Q1 | $498K | Buy |
11,151
+92
| +0.8% | +$4.11K | 0.38% | 57 |
|
|
2023
Q4 | $479K | Buy |
11,059
+3,097
| +39% | +$134K | 0.48% | 56 |
|
|
2023
Q3 | $263K | Buy |
7,962
+116
| +1% | +$3.84K | 0.29% | 82 |
|
|
2023
Q2 | $259K | Buy |
+7,846
| New | +$259K | 0.27% | 86 |
|
|
2022
Q2 | – | Sell |
-2,009
| Closed | -$107K | – | 478 |
|
|
2022
Q1 | $107K | Sell |
2,009
-88
| -4% | -$4.69K | 0.09% | 173 |
|
|
2021
Q4 | $120K | Buy |
+2,097
| New | +$120K | 0.1% | 174 |
|