JBA
Johnson Bixby & Associates’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,954
| Closed | -$260K | – | 102 |
|
|
2022
Q4 | $260K | Buy |
5,954
+314
| +6% | +$13.7K | 0.06% | 86 |
|
|
2022
Q3 | $227K | Buy |
5,640
+5
| +0.1% | +$201 | 0.06% | 88 |
|
|
2022
Q2 | $259K | Hold |
5,635
| – | – | 0.06% | 88 |
|
|
2022
Q1 | $300K | Hold |
5,635
| – | – | 0.08% | 71 |
|
|
2021
Q4 | $317K | Sell |
5,635
-450
| -7% | -$25.3K | 0.08% | 65 |
|
|
2021
Q3 | $362K | Sell |
6,085
-428
| -7% | -$25.5K | 0.1% | 60 |
|
|
2021
Q2 | $365K | Hold |
6,513
| – | – | 0.11% | 62 |
|
|
2021
Q1 | $360K | Hold |
6,513
| – | – | 0.11% | 52 |
|
|
2020
Q4 | $303K | Buy |
+6,513
| New | +$303K | 0.1% | 56 |
|