Iams 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 | $1.78M | Sell |
39,344
-1,697
| -4% | -$76.8K | 0.82% | 39 |
|
|
2025
Q1 | $1.73M | Buy |
41,041
+6,473
| +19% | +$273K | 0.79% | 46 |
|
|
2024
Q4 | $1.65M | Buy |
34,568
+69
| +0.2% | +$3.3K | 0.76% | 45 |
|
|
2024
Q3 | $1.58M | Buy |
34,499
+1,220
| +4% | +$55.8K | 0.77% | 42 |
|
|
2024
Q2 | $1.32M | Buy |
33,279
+4,562
| +16% | +$181K | 0.72% | 45 |
|
|
2024
Q1 | $1.18M | Sell |
28,717
-3,397
| -11% | -$140K | 0.72% | 44 |
|
|
2023
Q4 | $1.39M | Sell |
32,114
-793
| -2% | -$34.3K | 0.9% | 36 |
|
|
2023
Q3 | $1.09M | Buy |
+32,907
| New | +$1.09M | 0.75% | 45 |
|
|
2023
Q2 | – | Sell |
-26,752
| Closed | -$950K | – | 127 |
|
|
2023
Q1 | $950K | Buy |
26,752
+11,744
| +78% | +$417K | 0.79% | 41 |
|
|
2022
Q4 | $655K | Buy |
+15,008
| New | +$655K | 0.67% | 48 |
|