J.M. Forbes & Co’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 | $513K | Sell |
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|
2025
Q1 | $535K | Hold |
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|
2024
Q4 | $606K | Hold |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $512K | Buy |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $605K | Hold |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $639K | Hold |
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|
2022
Q1 | $738K | Sell |
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|
2021
Q4 | $791K | Buy |
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|
2021
Q3 | $822K | Sell |
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|
2021
Q2 | $844K | Hold |
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|
2021
Q1 | $820K | Sell |
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|
2020
Q4 | $691K | Hold |
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|
2020
Q3 | $532K | Hold |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $900K | Sell |
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|
2019
Q3 | $857K | Hold |
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|
2019
Q2 | $812K | Sell |
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|
2019
Q1 | $10.7M | Buy |
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|
2018
Q4 | $10M | Sell |
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|
2018
Q3 | $11.6M | Sell |
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|
2018
Q2 | $11.1M | Buy |
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $11.6M | Buy |
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|
2017
Q3 | $11.4M | Sell |
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|
2017
Q2 | $11.2M | Sell |
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|
2017
Q1 | $11.1M | Sell |
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|
2016
Q4 | $11.2M | Buy |
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|
2016
Q3 | $9.29M | Sell |
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|
2016
Q2 | $8.79M | Buy |
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|
2016
Q1 | $8.67M | Buy |
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|
2015
Q4 | $8.93M | Sell |
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|
2015
Q3 | $8.61M | Buy |
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|
2015
Q2 | $9.09M | Sell |
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|
2015
Q1 | $9.26M | Sell |
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|
2014
Q4 | $9.63M | Buy |
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|
2014
Q3 | $9.01M | Sell |
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|
2014
Q2 | $9.38M | Buy |
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|
2014
Q1 | $9.23M | Sell |
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|
2013
Q4 | $8.8M | Buy |
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|
2013
Q3 | $7.87M | Buy |
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|
2013
Q2 | $7.66M | Buy |
|