Jeppson Wealth Management’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
Q3 | $286K | Hold |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $31K | Buy |
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