HB Wealth 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 | $10.3M | Buy |
226,907
+12,672
| +6% | +$573K | 0.08% | 131 |
|
|
2025
Q1 | $9.05M | Buy |
214,235
+20,199
| +10% | +$853K | 0.08% | 138 |
|
|
2024
Q4 | $9.28M | Buy |
194,036
+9,526
| +5% | +$456K | 0.09% | 99 |
|
|
2024
Q3 | $8.44M | Buy |
184,510
+15,696
| +9% | +$718K | 0.09% | 106 |
|
|
2024
Q2 | $6.7M | Buy |
168,814
+4,035
| +2% | +$160K | 0.08% | 122 |
|
|
2024
Q1 | $7.37M | Buy |
164,779
+8,800
| +6% | +$393K | 0.09% | 111 |
|
|
2023
Q4 | $6.75M | Buy |
155,979
+17,454
| +13% | +$755K | 0.1% | 109 |
|
|
2023
Q3 | $4.58M | Buy |
138,525
+11,875
| +9% | +$393K | 0.07% | 133 |
|
|
2023
Q2 | $4.18M | Buy |
126,650
+6,105
| +5% | +$202K | 0.07% | 141 |
|
|
2023
Q1 | $4.35M | Buy |
120,545
+26,200
| +28% | +$945K | 0.08% | 133 |
|
|
2022
Q4 | $4.11M | Sell |
94,345
-15,112
| -14% | -$659K | 0.07% | 131 |
|
|
2022
Q3 | $4.41M | Buy |
109,457
+26,729
| +32% | +$1.08M | 0.09% | 105 |
|
|
2022
Q2 | $3.81M | Buy |
82,728
+19,321
| +30% | +$889K | 0.08% | 123 |
|
|
2022
Q1 | $3.37M | Buy |
63,407
+6,901
| +12% | +$367K | 0.06% | 136 |
|
|
2021
Q4 | $3.17M | Buy |
+56,506
| New | +$3.17M | 0.06% | 122 |
|