HM Payson & Co’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 | $399K | Sell |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $104K | Sell |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $199K | Buy |
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|
2020
Q3 | $110K | Sell |
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|
2020
Q2 | $124K | Sell |
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|
2020
Q1 | $161K | Sell |
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|
2019
Q4 | $375K | Buy |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $298K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $263K | Buy |
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|
2017
Q4 | $270K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $323K | Buy |
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|
2016
Q4 | $315K | Sell |
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|
2016
Q3 | $271K | Buy |
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|
2016
Q2 | $247K | Sell |
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|
2016
Q1 | $250K | Hold |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $216K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $203K | Hold |
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|
2014
Q1 | $201K | Buy |
|