JWM
Janiczek Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $73.9K | Hold |
1,848
| – | – | 0.02% | 346 |
|
|
2024
Q1 | $83.1K | Buy |
1,848
+3
| +0.2% | +$135 | 0.02% | 328 |
|
|
2023
Q4 | $80.3K | Sell |
1,845
-6,282
| -77% | -$274K | 0.02% | 309 |
|
|
2023
Q3 | $272K | Buy |
8,127
+88
| +1% | +$2.95K | 0.07% | 114 |
|
|
2023
Q2 | $269K | Buy |
8,039
+319
| +4% | +$10.7K | 0.07% | 101 |
|
|
2023
Q1 | $274K | Sell |
7,720
-4
| -0.1% | -$142 | 0.08% | 93 |
|
|
2022
Q4 | $371K | Sell |
7,724
-154
| -2% | -$7.4K | 0.1% | 69 |
|
|
2022
Q3 | $317K | Buy |
7,878
+381
| +5% | +$15.3K | 0.1% | 64 |
|
|
2022
Q2 | $354K | Buy |
7,497
+887
| +13% | +$41.9K | 0.11% | 60 |
|
|
2022
Q1 | $351K | Sell |
6,610
-165
| -2% | -$8.76K | 0.1% | 63 |
|
|
2021
Q4 | $381K | Sell |
6,775
-6
| -0.1% | -$337 | 0.11% | 59 |
|
|
2021
Q3 | $403K | Sell |
6,781
-896
| -12% | -$53.3K | 0.14% | 49 |
|
|
2021
Q2 | $437K | Buy |
7,677
+37
| +0.5% | +$2.11K | 0.16% | 44 |
|
|
2021
Q1 | $423K | Sell |
7,640
-186
| -2% | -$10.3K | 0.17% | 41 |
|
|
2020
Q4 | $365K | Buy |
7,826
+102
| +1% | +$4.76K | 0.18% | 37 |
|
|
2020
Q3 | $277K | Buy |
7,724
+12
| +0.2% | +$430 | 0.15% | 35 |
|
|
2020
Q2 | $284K | Buy |
7,712
+87
| +1% | +$3.2K | 0.16% | 33 |
|
|
2020
Q1 | $263K | Buy |
7,625
+10
| +0.1% | +$345 | 0.15% | 33 |
|
|
2019
Q4 | $451K | Sell |
7,615
-50
| -0.7% | -$2.96K | 0.2% | 28 |
|
|
2019
Q3 | $424K | Sell |
7,665
-382
| -5% | -$21.1K | 0.19% | 28 |
|
|
2019
Q2 | $422K | Sell |
8,047
-20
| -0.2% | -$1.05K | 0.2% | 27 |
|
|
2019
Q1 | $389K | Sell |
8,067
-525
| -6% | -$25.3K | 0.18% | 28 |
|
|
2018
Q4 | $393K | Sell |
8,592
-16
| -0.2% | -$732 | 0.2% | 28 |
|
|
2018
Q3 | $455K | Sell |
8,608
-170
| -2% | -$8.99K | 0.24% | 25 |
|
|
2018
Q2 | $439K | Sell |
8,778
-271
| -3% | -$13.6K | 0.23% | 25 |
|
|
2018
Q1 | $457K | Sell |
9,049
-41
| -0.5% | -$2.07K | 0.26% | 25 |
|
|
2017
Q4 | $487K | Sell |
9,090
-211
| -2% | -$11.3K | 0.26% | 19 |
|
|
2017
Q3 | $498K | Sell |
9,301
-189
| -2% | -$10.1K | 0.28% | 20 |
|
|
2017
Q2 | $493K | Sell |
9,490
-396
| -4% | -$20.6K | 0.29% | 19 |
|
|
2017
Q1 | $509K | Sell |
9,886
-123
| -1% | -$6.33K | 0.29% | 18 |
|
|
2016
Q4 | $514K | Buy |
+10,009
| New | +$514K | 0.23% | 14 |
|