Institute for Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $503K | Sell |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $634K | Hold |
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|
2021
Q2 | $608K | Hold |
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|
2021
Q1 | $590K | Sell |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $414K | Sell |
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|
2019
Q4 | $731K | Hold |
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|
2019
Q3 | $682K | Sell |
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|
2019
Q2 | $716K | Buy |
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|
2019
Q1 | $637K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $641K | Buy |
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|
2018
Q2 | $600K | Sell |
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|
2018
Q1 | $611K | Buy |
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|
2017
Q4 | $640K | Sell |
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|
2017
Q3 | $719K | Sell |
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|
2017
Q2 | $707K | Buy |
|