Intercontinental Wealth Advisors’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$950K Buy
2023
Q1
$972K Buy
2022
Q4
$1.13M Buy
2022
Q3
$1.04M Buy
2022
Q2
$1.16M Buy
2022
Q1
$1.33M Sell
2021
Q4
$1.41M Buy
2021
Q3
$1.47M Sell
2021
Q2
$1.44M Buy
2021
Q1
$1.39M Buy
2020
Q4
$1.14M Sell
2020
Q3
$1.16M Buy
2020
Q2
$725K Buy
2020
Q1
$560K Buy