International Private Wealth Advisors’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 | $401K | Sell |
8,853
-1,362
| -13% | -$61.6K | 0.34% | 83 |
|
|
2025
Q1 | $431K | Buy |
10,215
+1,135
| +13% | +$47.9K | 0.41% | 62 |
|
|
2024
Q4 | $434K | Hold |
9,080
| – | – | 0.43% | 64 |
|
|
2024
Q3 | $415K | Sell |
9,080
-429
| -5% | -$19.6K | 0.61% | 42 |
|
|
2024
Q2 | $377K | Buy |
9,509
+315
| +3% | +$12.5K | 0.64% | 43 |
|
|
2024
Q1 | $411K | Buy |
9,194
+4,159
| +83% | +$186K | 0.79% | 36 |
|
|
2023
Q4 | $218K | Buy |
+5,035
| New | +$218K | 0.22% | 85 |
|