Icon Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $2.4M | Buy |
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2023
Q1 | $2.56M | Buy |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.51M | Buy |
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2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $151K | Sell |
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|
2017
Q4 | $209K | Buy |
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