IHT 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 | $491K | Buy |
10,855
+645
| +6% | +$29.2K | 0.01% | 708 |
|
|
2025
Q1 | $431K | Sell |
10,210
-173
| -2% | -$7.3K | 0.01% | 722 |
|
|
2024
Q4 | $497K | Sell |
10,383
-1,252
| -11% | -$59.9K | 0.02% | 685 |
|
|
2024
Q3 | $529K | Buy |
11,635
+697
| +6% | +$31.7K | 0.02% | 709 |
|
|
2024
Q2 | $434K | Sell |
10,938
-1,424
| -12% | -$56.5K | 0.02% | 679 |
|
|
2024
Q1 | $553K | Sell |
12,362
-594
| -5% | -$26.6K | 0.02% | 595 |
|
|
2023
Q4 | $561K | Sell |
12,956
-3,528
| -21% | -$153K | 0.03% | 559 |
|
|
2023
Q3 | $545K | Buy |
16,484
+2,382
| +17% | +$78.8K | 0.03% | 525 |
|
|
2023
Q2 | $466K | Buy |
+14,102
| New | +$466K | 0.02% | 565 |
|
|
2022
Q1 | – | Sell |
-3,718
| Closed | -$209K | – | 852 |
|
|
2021
Q4 | $209K | Buy |
3,718
+36
| +1% | +$2.02K | 0.02% | 740 |
|
|
2021
Q3 | $219K | Sell |
3,682
-3,534
| -49% | -$210K | 0.02% | 708 |
|
|
2021
Q2 | $411K | Buy |
7,216
+1,626
| +29% | +$92.6K | 0.03% | 597 |
|
|
2021
Q1 | $309K | Buy |
5,590
+493
| +10% | +$27.3K | 0.02% | 624 |
|
|
2020
Q4 | $237K | Buy |
+5,097
| New | +$237K | 0.02% | 635 |
|
|
2020
Q1 | – | Sell |
-6,557
| Closed | -$389K | – | 656 |
|
|
2019
Q4 | $389K | Sell |
6,557
-1,095
| -14% | -$65K | 0.05% | 377 |
|
|
2019
Q3 | $423K | Buy |
7,652
+3,716
| +94% | +$205K | 0.06% | 354 |
|
|
2019
Q2 | $206K | Buy |
+3,936
| New | +$206K | 0.03% | 487 |
|
|
2019
Q1 | – | Sell |
-7,200
| Closed | -$329K | – | 544 |
|
|
2018
Q4 | $329K | Buy |
7,200
+1,019
| +16% | +$46.6K | 0.06% | 312 |
|
|
2018
Q3 | $326K | Buy |
6,181
+827
| +15% | +$43.6K | 0.07% | 300 |
|
|
2018
Q2 | $268K | Buy |
5,354
+2,295
| +75% | +$115K | 0.07% | 329 |
|
|
2018
Q1 | $152K | Buy |
3,059
+90
| +3% | +$4.47K | 0.04% | 403 |
|
|
2017
Q4 | $165K | Buy |
2,969
+101
| +4% | +$5.61K | 0.04% | 387 |
|
|
2017
Q3 | $154K | Sell |
2,868
-1,166
| -29% | -$62.6K | 0.07% | 298 |
|
|
2017
Q2 | $66 | Buy |
4,034
+1,500
| +59% | +$25 | 0.03% | 444 |
|
|
2017
Q1 | $129K | Sell |
2,534
-502
| -17% | -$25.6K | 0.09% | 245 |
|
|
2016
Q4 | $156K | Buy |
+3,036
| New | +$156K | 0.12% | 200 |
|