Gen-Wealth Partners’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 | $81.9K | Sell |
1,809
-30
| -2% | -$1.36K | 0.03% | 300 |
|
|
2025
Q1 | $77.6K | Sell |
1,839
-211
| -10% | -$8.91K | 0.03% | 300 |
|
|
2024
Q4 | $98.1K | Sell |
2,050
-293
| -13% | -$14K | 0.04% | 288 |
|
|
2024
Q3 | $114K | Sell |
2,343
-87
| -4% | -$4.24K | 0.05% | 270 |
|
|
2024
Q2 | $96.5K | Sell |
2,430
-482
| -17% | -$19.1K | 0.05% | 287 |
|
|
2024
Q1 | $130K | Buy |
+2,912
| New | +$130K | 0.06% | 268 |
|