HighMark Wealth Management’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 | $813K | Buy |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $779K | Sell |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $820K | Sell |
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|
2022
Q1 | $957K | Buy |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $968K | Sell |
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|
2020
Q3 | $755K | Buy |
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|
2020
Q2 | $607K | Buy |
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|
2020
Q1 | $564K | Buy |
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|
2019
Q4 | $895K | Buy |
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