Joel Isaacson & Co’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 | $270K | Buy |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $260K | Buy |
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|
2018
Q3 | $242K | Hold |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $232K | Hold |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $269K | Hold |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $258K | Hold |
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|
2016
Q3 | $215K | Sell |
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|
2016
Q2 | $225K | Buy |
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|
2016
Q1 | $204K | Hold |
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|
2015
Q4 | $215K | Hold |
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|
2015
Q3 | $206K | Buy |
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|
2015
Q2 | $207K | Buy |
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|
2015
Q1 | $195K | Hold |
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|
2014
Q4 | $201K | Buy |
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|
2014
Q3 | $169K | Hold |
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|
2014
Q2 | $175K | Hold |
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|
2014
Q1 | $173K | Hold |
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|
2013
Q4 | $163K | Hold |
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|
2013
Q3 | $148K | Hold |
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|
2013
Q2 | $146K | Buy |
|