HHM Wealth Advisors’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 | $9.28K | Sell |
205
-27
| -12% | -$1.22K | ﹤0.01% | 622 |
|
|
2025
Q1 | $9.8K | Hold |
232
| – | – | ﹤0.01% | 595 |
|
|
2024
Q4 | $11.1K | Buy |
232
+27
| +13% | +$1.29K | ﹤0.01% | 577 |
|
|
2024
Q3 | $9.38K | Hold |
205
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $8.14K | Hold |
205
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $9.16K | Hold |
205
| – | – | ﹤0.01% | 534 |
|
|
2023
Q4 | $8.87K | Hold |
205
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $6.78K | Hold |
205
| – | – | ﹤0.01% | 581 |
|
|
2023
Q2 | $6.77K | Hold |
205
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $7.39K | Sell |
205
-229
| -53% | -$8.26K | ﹤0.01% | 572 |
|
|
2022
Q4 | $18.9K | Buy |
434
+10
| +2% | +$436 | ﹤0.01% | 366 |
|
|
2022
Q3 | $17K | Hold |
424
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $20K | Buy |
424
+219
| +107% | +$10.3K | 0.01% | 426 |
|
|
2022
Q1 | $11K | Hold |
205
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $12K | Hold |
205
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $12K | Hold |
205
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $11K | Hold |
205
| – | – | ﹤0.01% | 445 |
|
|
2020
Q4 | $10K | Buy |
+205
| New | +$10K | ﹤0.01% | 421 |
|