Horst & Graben Wealth Management’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 | $261K | Buy |
5,773
+10
| +0.2% | +$452 | 0.04% | 143 |
|
2025
Q1 | $243K | Buy |
5,763
+103
| +2% | +$4.35K | 0.04% | 142 |
|
2024
Q4 | $271K | Buy |
5,660
+36
| +0.6% | +$1.72K | 0.05% | 125 |
|
2024
Q3 | $257K | Buy |
5,624
+77
| +1% | +$3.52K | 0.05% | 125 |
|
2024
Q2 | $220K | Buy |
5,547
+39
| +0.7% | +$1.55K | 0.04% | 142 |
|
2024
Q1 | $246K | Buy |
5,508
+40
| +0.7% | +$1.79K | 0.05% | 125 |
|
2023
Q4 | $237K | Buy |
+5,468
| New | +$237K | 0.05% | 119 |
|
2023
Q1 | – | Sell |
-4,603
| Closed | -$201K | – | 140 |
|
2022
Q4 | $201K | Buy |
+4,603
| New | +$201K | 0.05% | 126 |
|
2022
Q3 | – | Sell |
-4,525
| Closed | -$208K | – | 131 |
|
2022
Q2 | $208K | Buy |
4,525
+37
| +0.8% | +$1.7K | 0.06% | 123 |
|
2022
Q1 | $239K | Buy |
4,488
+31
| +0.7% | +$1.65K | 0.06% | 121 |
|
2021
Q4 | $250K | Buy |
4,457
+34
| +0.8% | +$1.91K | 0.06% | 119 |
|
2021
Q3 | $263K | Buy |
4,423
+28
| +0.6% | +$1.67K | 0.07% | 111 |
|
2021
Q2 | $250K | Buy |
4,395
+30
| +0.7% | +$1.71K | 0.07% | 114 |
|
2021
Q1 | $241K | Buy |
+4,365
| New | +$241K | 0.08% | 114 |
|