Investment House LLC’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 | $273K | Hold |
6,025
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $254K | Sell |
6,025
-100
| -2% | -$4.22K | 0.01% | 202 |
|
|
2024
Q4 | $293K | Hold |
6,125
| – | – | 0.02% | 184 |
|
|
2024
Q3 | $280K | Hold |
6,125
| – | – | 0.02% | 191 |
|
|
2024
Q2 | $243K | Sell |
6,125
-200
| -3% | -$7.94K | 0.01% | 193 |
|
|
2024
Q1 | $283K | Hold |
6,325
| – | – | 0.02% | 193 |
|
|
2023
Q4 | $274K | Sell |
6,325
-300
| -5% | -$13K | 0.02% | 177 |
|
|
2023
Q3 | $219K | Hold |
6,625
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $219K | Hold |
6,625
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $239K | Sell |
6,625
-100
| -1% | -$3.61K | 0.02% | 174 |
|
|
2022
Q4 | $293K | Buy |
6,725
+125
| +2% | +$5.45K | 0.03% | 156 |
|
|
2022
Q3 | $266K | Hold |
6,600
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $304K | Hold |
6,600
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $351K | Hold |
6,600
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $371K | Hold |
6,600
| – | – | 0.02% | 152 |
|
|
2021
Q3 | $392K | Sell |
6,600
-100
| -1% | -$5.94K | 0.03% | 155 |
|
|
2021
Q2 | $381K | Hold |
6,700
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $371K | Sell |
6,700
-400
| -6% | -$22.1K | 0.03% | 159 |
|
|
2020
Q4 | $331K | Buy |
7,100
+100
| +1% | +$4.66K | 0.02% | 186 |
|
|
2020
Q3 | $251K | Hold |
7,000
| – | – | 0.02% | 182 |
|
|
2020
Q2 | $258K | Buy |
+7,000
| New | +$258K | 0.02% | 169 |
|