JFS Wealth Advisors’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 | $604K | Sell |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $131K | Sell |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $86.2K | Buy |
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|
2023
Q2 | $47K | Buy |
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|
2023
Q1 | $43.9K | Sell |
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|
2022
Q4 | $60.2K | Sell |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $1K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $210K | Buy |
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|
2016
Q1 | $1K | Buy |
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