Graves Light Lenhart Wealth’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
Q3 | $252K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $3.34M | Sell |
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|
2022
Q3 | $3.66M | Sell |
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|
2022
Q2 | $6.83M | Sell |
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|
2022
Q1 | $7.92M | Buy |
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|
2021
Q4 | $8.34M | Sell |
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|
2021
Q3 | $8.84M | Buy |
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|
2021
Q2 | $8.45M | Sell |
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|
2021
Q1 | $8.22M | Buy |
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|
2020
Q4 | $6.72M | Buy |
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|
2020
Q3 | $5.17M | Buy |
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|
2020
Q2 | $5.3M | Buy |
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|
2020
Q1 | $4.89M | Sell |
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|
2019
Q4 | $9.15M | Sell |
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|
2019
Q3 | $8.81M | Buy |
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|
2019
Q2 | $5.63M | Sell |
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|
2019
Q1 | $5.19M | Buy |
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|
2018
Q4 | $4.27M | Buy |
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