Geller Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $436K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $232K | Buy |
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