GeoWealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $201K | Sell |
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|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $210K | Buy |
|
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $793K | Buy |
|