HNW
High Note Wealth’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
5,396
+9
| +0.2% | +$407 | 0.06% | 99 |
|
|
2025
Q1 | $227K | Buy |
5,387
+2,331
| +76% | +$98.4K | 0.06% | 93 |
|
|
2024
Q4 | $146K | Buy |
+3,056
| New | +$146K | 0.04% | 110 |
|
|
2022
Q3 | – | Sell |
-7,787
| Closed | -$358K | – | 102 |
|
|
2022
Q2 | $358K | Buy |
+7,787
| New | +$358K | 0.14% | 75 |
|