Icon Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,141
| Closed | -$150K | – | 531 |
|
|
2024
Q4 | $150K | Sell |
3,141
-9,179
| -75% | -$439K | 0.01% | 429 |
|
|
2024
Q3 | $563K | Sell |
12,320
-5,033
| -29% | -$230K | 0.05% | 198 |
|
|
2024
Q2 | $779K | Sell |
17,353
-40,295
| -70% | -$1.81M | 0.07% | 160 |
|
|
2024
Q1 | $2.58M | Sell |
57,648
-4,903
| -8% | -$219K | 0.24% | 79 |
|
|
2023
Q4 | $2.71M | Buy |
+62,551
| New | +$2.71M | 0.28% | 71 |
|
|
2022
Q4 | $3.6M | Buy |
82,472
+598
| +0.7% | +$26.1K | 0.41% | 64 |
|
|
2022
Q3 | $3.3M | Buy |
+81,874
| New | +$3.3M | 0.4% | 61 |
|