Institute for 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 | $482K | Hold |
10,662
| – | – | 0.05% | 322 |
|
|
2025
Q1 | $450K | Sell |
10,662
-45
| -0.4% | -$1.9K | 0.06% | 315 |
|
|
2024
Q4 | $512K | Sell |
10,707
-100
| -0.9% | -$4.78K | 0.06% | 282 |
|
|
2024
Q3 | $494K | Sell |
10,807
-200
| -2% | -$9.15K | 0.06% | 299 |
|
|
2024
Q2 | $437K | Sell |
11,007
-128
| -1% | -$5.08K | 0.06% | 309 |
|
|
2024
Q1 | $498K | Hold |
11,135
| – | – | 0.06% | 290 |
|
|
2023
Q4 | $482K | Sell |
11,135
-77
| -0.7% | -$3.33K | 0.08% | 273 |
|
|
2023
Q3 | $371K | Sell |
11,212
-88
| -0.8% | -$2.91K | 0.07% | 304 |
|
|
2023
Q2 | $373K | Buy |
11,300
+368
| +3% | +$12.2K | 0.06% | 311 |
|
|
2023
Q1 | $394K | Sell |
10,932
-115
| -1% | -$4.15K | 0.08% | 294 |
|
|
2022
Q4 | $482K | Buy |
11,047
+360
| +3% | +$15.7K | 0.1% | 263 |
|
|
2022
Q3 | $431K | Hold |
10,687
| – | – | 0.1% | 265 |
|
|
2022
Q2 | $492K | Sell |
10,687
-24
| -0.2% | -$1.11K | 0.1% | 278 |
|
|
2022
Q1 | $569K | Buy |
10,711
+40
| +0.4% | +$2.13K | 0.09% | 268 |
|
|
2021
Q4 | $599K | Hold |
10,671
| – | – | 0.1% | 246 |
|
|
2021
Q3 | $634K | Hold |
10,671
| – | – | 0.11% | 225 |
|
|
2021
Q2 | $608K | Hold |
10,671
| – | – | 0.11% | 232 |
|
|
2021
Q1 | $590K | Sell |
10,671
-20
| -0.2% | -$1.11K | 0.11% | 225 |
|
|
2020
Q4 | $498K | Sell |
10,691
-672
| -6% | -$31.3K | 0.1% | 254 |
|
|
2020
Q3 | $407K | Sell |
11,363
-49
| -0.4% | -$1.76K | 0.09% | 260 |
|
|
2020
Q2 | $420K | Sell |
11,412
-616
| -5% | -$22.7K | 0.1% | 270 |
|
|
2020
Q1 | $414K | Sell |
12,028
-296
| -2% | -$10.2K | 0.13% | 214 |
|
|
2019
Q4 | $731K | Hold |
12,324
| – | – | 0.17% | 182 |
|
|
2019
Q3 | $682K | Sell |
12,324
-1,349
| -10% | -$74.7K | 0.17% | 175 |
|
|
2019
Q2 | $716K | Buy |
13,673
+465
| +4% | +$24.4K | 0.16% | 194 |
|
|
2019
Q1 | $637K | Buy |
+13,208
| New | +$637K | 0.14% | 197 |
|
|
2018
Q4 | – | Sell |
-12,058
| Closed | -$641K | – | 340 |
|
|
2018
Q3 | $641K | Buy |
12,058
+40
| +0.3% | +$2.13K | 0.22% | 138 |
|
|
2018
Q2 | $600K | Sell |
12,018
-156
| -1% | -$7.79K | 0.19% | 150 |
|
|
2018
Q1 | $611K | Buy |
12,174
+154
| +1% | +$7.73K | 0.18% | 173 |
|
|
2017
Q4 | $640K | Sell |
12,020
-1,482
| -11% | -$78.9K | 0.15% | 189 |
|
|
2017
Q3 | $719K | Sell |
13,502
-154
| -1% | -$8.2K | 0.23% | 149 |
|
|
2017
Q2 | $707K | Buy |
+13,656
| New | +$707K | 0.19% | 171 |
|