HWMO
Heritage Wealth Management (Ohio)’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
279,217
+127
| +0% | +$5.75K | 4.09% | 4 |
|
|
2025
Q1 | $11.8M | Sell |
279,090
-11,770
| -4% | -$497K | 4.01% | 4 |
|
|
2024
Q4 | $13.9M | Sell |
290,860
-5,175
| -2% | -$248K | 4.63% | 4 |
|
|
2024
Q3 | $13.5M | Sell |
296,035
-2,393
| -0.8% | -$109K | 4.44% | 4 |
|
|
2024
Q2 | $11.7M | Buy |
+298,428
| New | +$11.7M | 3.91% | 4 |
|