Karpas Strategies’s US Bancorp USB Stock Holding History

Karpas Strategies’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$2.22M	Buy
2024 Q1	$2.5M	Buy
2023 Q4	$2.42M	Sell
2023 Q3	$1.86M	Buy
2023 Q2	$1.86M	Buy
2023 Q1	$2.03M	Buy
2022 Q4	$2.45M	Buy
2022 Q3	$2.27M	Buy
2022 Q2	$2.59M	Buy
2022 Q1	$2.99M	Buy
2021 Q4	$3.15M	Buy
2021 Q3	$3.4M	Hold
2021 Q2	$3.18M	Hold
2021 Q1	$3.09M	Hold
2020 Q4	$2.6M	Hold
2020 Q3	$2M	Hold
2020 Q2	$2.06M	Hold
2020 Q1	$1.92M	Sell
2019 Q4	$4.14M	Hold
2019 Q3	$3.86M	Hold
2019 Q2	$3.66M	Sell
2019 Q1	$3.37M	Buy
2018 Q4	$3.19M	Hold
2018 Q3	$3.69M	Hold
2018 Q2	$3.49M	Sell
2018 Q1	$3.63M	Hold
2017 Q4	$3.85M	Hold
2017 Q3	$3.85M	Hold
2017 Q2	$3.73M	Sell
2017 Q1	$3.8M	Hold
2016 Q4	$3.79M	Hold
2016 Q3	$3.17M	Hold
2016 Q2	$2.98M	Hold
2016 Q1	$3M	Hold
2015 Q4	$3.15M	Hold
2015 Q3	$3.03M	Hold
2015 Q2	$3.2M	Sell
2015 Q1	$3.43M	Hold
2014 Q4	$3.53M	Hold
2014 Q3	$3.29M	Hold
2014 Q2	$3.4M	Hold
2014 Q1	$3.37M	Hold
2013 Q4	$3.17M	Hold
2013 Q3	$2.87M	Hold
2013 Q2	$2.84M	Buy