Jeppson 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 | $268K | Sell |
5,927
-22
| -0.4% | -$996 | 0.09% | 174 |
|
|
2025
Q1 | $251K | Sell |
5,949
-105
| -2% | -$4.43K | 0.09% | 174 |
|
|
2024
Q4 | $290K | Hold |
6,054
| – | – | 0.11% | 155 |
|
|
2024
Q3 | $277K | Hold |
6,054
| – | – | 0.1% | 165 |
|
|
2024
Q2 | $240K | Sell |
6,054
-248
| -4% | -$9.85K | 0.09% | 170 |
|
|
2024
Q1 | $282K | Sell |
6,302
-191
| -3% | -$8.54K | 0.11% | 161 |
|
|
2023
Q4 | $281K | Buy |
+6,493
| New | +$281K | 0.12% | 159 |
|
|
2023
Q1 | – | Sell |
-7,869
| Closed | -$343K | – | 209 |
|
|
2022
Q4 | $343K | Buy |
7,869
+1,409
| +22% | +$61.4K | 0.14% | 136 |
|
|
2022
Q3 | $260K | Buy |
+6,460
| New | +$260K | 0.12% | 156 |
|
|
2020
Q4 | – | Sell |
-874
| Closed | -$31K | – | 432 |
|
|
2020
Q3 | $31K | Buy |
+874
| New | +$31K | 0.02% | 284 |
|