HHGA
Halbert Hargrove Global Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43K | Sell |
120
-139
| -54% | -$6.29K | ﹤0.01% | 246 |
|
|
2025
Q1 | $10.9K | Buy |
259
+32
| +14% | +$1.35K | ﹤0.01% | 227 |
|
|
2024
Q4 | $10.9K | Buy |
+227
| New | +$10.9K | ﹤0.01% | 205 |
|
|
2015
Q3 | – | Sell |
-6,952
| Closed | -$302K | – | 161 |
|
|
2015
Q2 | $302K | Buy |
+6,952
| New | +$302K | 0.07% | 136 |
|