ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $51K | Sell |
1,285
-8,293
| -87% | -$329K | 0.03% | 241 |
|
|
2024
Q1 | $428K | Sell |
9,578
-81
| -0.8% | -$3.62K | 0.09% | 180 |
|
|
2023
Q4 | $418K | Buy |
9,659
+20
| +0.2% | +$866 | 0.09% | 167 |
|
|
2023
Q3 | $318K | Hold |
9,639
| – | – | 0.09% | 177 |
|
|
2023
Q2 | $318K | Sell |
9,639
-36,604
| -79% | -$1.21M | 0.08% | 175 |
|
|
2023
Q1 | $1.67M | Buy |
46,243
+8,935
| +24% | +$322K | 0.4% | 55 |
|
|
2022
Q4 | $1.63M | Sell |
37,308
-35,466
| -49% | -$1.55M | 0.38% | 62 |
|
|
2022
Q3 | $2.93M | Buy |
72,774
+986
| +1% | +$39.8K | 0.62% | 34 |
|
|
2022
Q2 | $3.49M | Buy |
71,788
+913
| +1% | +$44.4K | 0.65% | 33 |
|
|
2022
Q1 | $3.7M | Buy |
+70,875
| New | +$3.7M | 0.7% | 35 |
|