GeoWealth Management’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 | $254K | Buy |
5,611
+630
| +13% | +$28.5K | 0.01% | 591 |
|
|
2025
Q1 | $210K | Buy |
4,981
+720
| +17% | +$30.4K | 0.01% | 648 |
|
|
2024
Q4 | $204K | Sell |
4,261
-681
| -14% | -$32.6K | 0.01% | 761 |
|
|
2024
Q3 | $226K | Sell |
4,942
-360
| -7% | -$16.5K | 0.01% | 679 |
|
|
2024
Q2 | $210K | Buy |
5,302
+448
| +9% | +$17.8K | 0.01% | 665 |
|
|
2024
Q1 | $217K | Sell |
4,854
-37,150
| -88% | -$1.66M | 0.01% | 662 |
|
|
2023
Q4 | $1.82M | Buy |
42,004
+21,694
| +107% | +$939K | 0.15% | 128 |
|
|
2023
Q3 | $671K | Sell |
20,310
-3,681
| -15% | -$122K | 0.08% | 179 |
|
|
2023
Q2 | $793K | Buy |
+23,991
| New | +$793K | 0.09% | 132 |
|