HB Wealth Management’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 | $12.3M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $9.05M | Buy |
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|
2024
Q4 | $9.28M | Buy |
|
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|
2024
Q3 | $8.44M | Buy |
|
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|
2024
Q2 | $6.7M | Buy |
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|
2024
Q1 | $7.37M | Buy |
|
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|
2023
Q4 | $6.75M | Buy |
|
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|
2023
Q3 | $4.58M | Buy |
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|
2023
Q2 | $4.18M | Buy |
|
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|
2023
Q1 | $4.35M | Buy |
|
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|
2022
Q4 | $4.11M | Sell |
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|
2022
Q3 | $4.41M | Buy |
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|
2022
Q2 | $3.81M | Buy |
|
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|
2022
Q1 | $3.37M | Buy |
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|
2021
Q4 | $3.17M | Buy |
|