Kellett 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 | $403K | Buy |
|
|||||
|
2025
Q2 | $377K | Buy |
|
|||||
|
2025
Q1 | $351K | Buy |
|
|||||
|
2024
Q4 | $397K | Sell |
|
|||||
|
2024
Q3 | $385K | Buy |
|
|||||
|
2024
Q2 | $328K | Sell |
|
|||||
|
2024
Q1 | $633K | Buy |
|
|||||
|
2023
Q4 | $607K | Buy |
|
|||||
|
2023
Q3 | $463K | Buy |
|
|||||
|
2023
Q2 | $419K | Buy |
|
|||||
|
2023
Q1 | $312K | Buy |
|
|||||
|
2022
Q4 | $246K | Hold |
|
|||||
|
2022
Q3 | $240K | Sell |
|
|||||
|
2022
Q2 | $283K | Buy |
|
|||||
|
2022
Q1 | $327K | Buy |
|
|||||
|
2021
Q4 | $317K | Buy |
|