Gould Capital’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-26,844
| Closed | -$1.23M | – | 222 |
|
2024
Q3 | $1.23M | Buy |
26,844
+371
| +1% | +$17K | 0.81% | 35 |
|
2024
Q2 | $1.05M | Buy |
26,473
+757
| +3% | +$30.1K | 0.74% | 36 |
|
2024
Q1 | $1.15M | Sell |
25,716
-3,060
| -11% | -$137K | 0.81% | 36 |
|
2023
Q4 | $1.25M | Sell |
28,776
-382
| -1% | -$16.5K | 0.91% | 32 |
|
2023
Q3 | $937K | Buy |
29,158
+8,156
| +39% | +$262K | 0.76% | 37 |
|
2023
Q2 | $694K | Buy |
21,002
+2,038
| +11% | +$67.3K | 0.53% | 43 |
|
2023
Q1 | $684K | Buy |
18,964
+1,911
| +11% | +$68.9K | 0.53% | 43 |
|
2022
Q4 | $744K | Sell |
17,053
-1,893
| -10% | -$82.6K | 0.59% | 43 |
|
2022
Q3 | $764K | Sell |
18,946
-24
| -0.1% | -$968 | 0.66% | 40 |
|
2022
Q2 | $873K | Sell |
18,970
-350
| -2% | -$16.1K | 0.7% | 38 |
|
2022
Q1 | $1.03M | Buy |
19,320
+531
| +3% | +$28.2K | 0.74% | 39 |
|
2021
Q4 | $1.06M | Buy |
+18,789
| New | +$1.06M | 0.74% | 36 |
|