HWA
HCR Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
20,130
-215
| -1% | -$9.73K | 0.11% | 107 |
|
|
2025
Q1 | $859K | Buy |
20,345
+238
| +1% | +$10K | 0.11% | 108 |
|
|
2024
Q4 | $962K | Buy |
20,107
+211
| +1% | +$10.1K | 0.12% | 102 |
|
|
2024
Q3 | $910K | Buy |
19,896
+102
| +0.5% | +$4.67K | 0.12% | 105 |
|
|
2024
Q2 | $786K | Sell |
19,794
-1,634
| -8% | -$64.9K | 0.11% | 110 |
|
|
2024
Q1 | $958K | Sell |
21,428
-680
| -3% | -$30.4K | 0.15% | 96 |
|
|
2023
Q4 | $957K | Buy |
22,108
+5,212
| +31% | +$226K | 0.15% | 90 |
|
|
2023
Q3 | $559K | Sell |
16,896
-2,611
| -13% | -$86.3K | 0.12% | 100 |
|
|
2023
Q2 | $645K | Buy |
19,507
+8
| +0% | +$264 | 0.12% | 98 |
|
|
2023
Q1 | $712K | Buy |
19,499
+154
| +0.8% | +$5.62K | 0.14% | 94 |
|
|
2022
Q4 | $844K | Sell |
19,345
-358
| -2% | -$15.6K | 0.18% | 84 |
|
|
2022
Q3 | $804K | Sell |
19,703
-1,004
| -5% | -$41K | 0.17% | 89 |
|
|
2022
Q2 | $962K | Sell |
20,707
-148
| -0.7% | -$6.88K | 0.19% | 83 |
|
|
2022
Q1 | $1.11M | Buy |
20,855
+591
| +3% | +$31.4K | 0.18% | 88 |
|
|
2021
Q4 | $1.14M | Sell |
20,264
-1,166
| -5% | -$65.5K | 0.18% | 97 |
|
|
2021
Q3 | $1.27M | Buy |
21,430
+1,454
| +7% | +$86.4K | 0.21% | 89 |
|
|
2021
Q2 | $1.14M | Buy |
19,976
+2,271
| +13% | +$129K | 0.2% | 93 |
|
|
2021
Q1 | $979K | Buy |
17,705
+1,460
| +9% | +$80.7K | 0.19% | 94 |
|
|
2020
Q4 | $757K | Buy |
16,245
+988
| +6% | +$46K | 0.16% | 97 |
|
|
2020
Q3 | $548K | Buy |
15,257
+1,209
| +9% | +$43.4K | 0.13% | 99 |
|
|
2020
Q2 | $506K | Buy |
14,048
+212
| +2% | +$7.64K | 0.12% | 93 |
|
|
2020
Q1 | $477K | Sell |
13,836
-2,324
| -14% | -$80.1K | 0.14% | 90 |
|
|
2019
Q4 | $958K | Buy |
+16,160
| New | +$958K | 0.23% | 74 |
|
|
2019
Q3 | – | Sell |
-15,523
| Closed | -$813K | – | 164 |
|
|
2019
Q2 | $813K | Sell |
15,523
-785
| -5% | -$41.1K | 0.23% | 80 |
|
|
2019
Q1 | $785K | Sell |
16,308
-12,196
| -43% | -$587K | 0.23% | 84 |
|
|
2018
Q4 | $1.3M | Buy |
28,504
+108
| +0.4% | +$4.94K | 0.42% | 52 |
|
|
2018
Q3 | $1.46M | Buy |
28,396
+2,754
| +11% | +$142K | 0.48% | 51 |
|
|
2018
Q2 | $1.28M | Buy |
25,642
+318
| +1% | +$15.9K | 0.42% | 55 |
|
|
2018
Q1 | $1.28M | Buy |
25,324
+2,548
| +11% | +$129K | 0.44% | 52 |
|
|
2017
Q4 | $1.22M | Buy |
22,776
+4,902
| +27% | +$263K | 0.43% | 55 |
|
|
2017
Q3 | $958K | Buy |
17,874
+13,449
| +304% | +$721K | 0.4% | 60 |
|
|
2017
Q2 | $230K | Sell |
4,425
-1,700
| -28% | -$88.4K | 0.11% | 123 |
|
|
2017
Q1 | $315K | Buy |
6,125
+85
| +1% | +$4.37K | 0.16% | 114 |
|
|
2016
Q4 | $310K | Buy |
+6,040
| New | +$310K | 0.16% | 109 |
|