Integrated Wealth Concepts’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
Q2 | $5.04M | Buy |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $4.32M | Buy |
|
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|
2024
Q3 | $1.46M | Buy |
|
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|
2024
Q2 | $1.2M | Buy |
|
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $1.18M | Sell |
|
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.61M | Buy |
|
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $254K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $236K | Buy |
|