HCR Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $911K | Sell |
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|
2025
Q1 | $859K | Buy |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $910K | Buy |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $958K | Sell |
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|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $962K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $979K | Buy |
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|
2020
Q4 | $757K | Buy |
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|
2020
Q3 | $548K | Buy |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $958K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $813K | Sell |
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|
2019
Q1 | $785K | Sell |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $958K | Buy |
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|
2017
Q2 | $230K | Sell |
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|
2017
Q1 | $315K | Buy |
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|
2016
Q4 | $310K | Buy |
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