Impact Partnership Wealth’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 | $1.29M | Buy |
28,517
+11,575
| +68% | +$524K | 0.24% | 42 |
|
|
2025
Q1 | $715K | Hold |
16,942
| – | – | 0.15% | 72 |
|
|
2024
Q4 | $810K | Buy |
16,942
+14
| +0.1% | +$670 | 0.16% | 72 |
|
|
2024
Q3 | $774K | Sell |
16,928
-18,901
| -53% | -$864K | 0.17% | 71 |
|
|
2024
Q2 | $1.42M | Buy |
35,829
+3,455
| +11% | +$137K | 0.37% | 32 |
|
|
2024
Q1 | $1.45M | Sell |
32,374
-2,748
| -8% | -$123K | 0.57% | 21 |
|
|
2023
Q4 | $1.52M | Buy |
35,122
+4,774
| +16% | +$207K | 0.56% | 24 |
|
|
2023
Q3 | $1M | Buy |
+30,348
| New | +$1M | 0.31% | 33 |
|