Iron Horse Wealth Management’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 | $103K | Buy |
2,278
+1,800
| +377% | +$81.5K | 0.03% | 89 |
|
|
2025
Q1 | $20.2K | Buy |
478
+253
| +112% | +$10.7K | 0.01% | 199 |
|
|
2024
Q4 | $10.8K | Hold |
225
| – | – | ﹤0.01% | 231 |
|
|
2024
Q3 | $10.3K | Hold |
225
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $8.93K | Hold |
225
| – | – | ﹤0.01% | 225 |
|
|
2024
Q1 | $10.1K | Hold |
225
| – | – | ﹤0.01% | 196 |
|
|
2023
Q4 | $9.74K | Sell |
225
-675
| -75% | -$29.2K | ﹤0.01% | 194 |
|
|
2023
Q3 | $29.8K | Hold |
900
| – | – | 0.01% | 92 |
|
|
2023
Q2 | $29.7K | Buy |
900
+100
| +13% | +$3.3K | 0.01% | 90 |
|
|
2023
Q1 | $28.8K | Buy |
+800
| New | +$28.8K | 0.01% | 90 |
|