JGP 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 | $932K | Sell |
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|
2025
Q2 | $894K | Buy |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $898K | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.22M | Hold |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $861K | Sell |
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|
2020
Q2 | $791K | Sell |
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|
2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $6.02M | Buy |
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|
2019
Q3 | $5.18M | Buy |
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|
2019
Q2 | $5.06M | Buy |
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|
2019
Q1 | $4.58M | Buy |
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|
2018
Q4 | $4.12M | Buy |
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|
2018
Q3 | $4.73M | Sell |
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|
2018
Q2 | $4.5M | Buy |
|