KWM
Kingsview Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
59,890
-1,292
| -2% | -$58.5K | 0.05% | 378 |
|
|
2025
Q1 | $2.58M | Sell |
61,182
-20,863
| -25% | -$881K | 0.05% | 331 |
|
|
2024
Q4 | $3.92M | Sell |
82,045
-454
| -0.6% | -$21.7K | 0.08% | 243 |
|
|
2024
Q3 | $3.77M | Buy |
82,499
+3,013
| +4% | +$138K | 0.08% | 240 |
|
|
2024
Q2 | $3.16M | Sell |
79,486
-2,578
| -3% | -$102K | 0.07% | 246 |
|
|
2024
Q1 | $3.67M | Sell |
82,064
-164,407
| -67% | -$7.35M | 0.09% | 210 |
|
|
2023
Q4 | $10.7M | Buy |
246,471
+51,915
| +27% | +$2.25M | 0.32% | 68 |
|
|
2023
Q3 | $6.43M | Buy |
194,556
+57,124
| +42% | +$1.89M | 0.23% | 103 |
|
|
2023
Q2 | $4.54M | Buy |
137,432
+2,779
| +2% | +$91.8K | 0.18% | 126 |
|
|
2023
Q1 | $4.85M | Buy |
134,653
+24,065
| +22% | +$868K | 0.2% | 109 |
|
|
2022
Q4 | $4.82M | Buy |
110,588
+10,091
| +10% | +$440K | 0.21% | 118 |
|
|
2022
Q3 | $4.05M | Buy |
100,497
+14,669
| +17% | +$591K | 0.19% | 124 |
|
|
2022
Q2 | $3.95M | Buy |
85,828
+11,719
| +16% | +$539K | 0.19% | 128 |
|
|
2022
Q1 | $3.94M | Buy |
74,109
+2,941
| +4% | +$156K | 0.17% | 135 |
|
|
2021
Q4 | $4M | Buy |
71,168
+3,706
| +5% | +$208K | 0.17% | 133 |
|
|
2021
Q3 | $4.01M | Buy |
67,462
+4,484
| +7% | +$267K | 0.19% | 123 |
|
|
2021
Q2 | $3.63M | Buy |
62,978
+4,632
| +8% | +$267K | 0.18% | 127 |
|
|
2021
Q1 | $3.26M | Buy |
58,346
+2,165
| +4% | +$121K | 0.19% | 126 |
|
|
2020
Q4 | $2.62M | Buy |
56,181
+4,497
| +9% | +$209K | 0.19% | 125 |
|
|
2020
Q3 | $1.85M | Buy |
51,684
+11,539
| +29% | +$414K | 0.17% | 144 |
|
|
2020
Q2 | $1.48M | Buy |
40,145
+3,042
| +8% | +$112K | 0.15% | 154 |
|
|
2020
Q1 | $1.28M | Buy |
37,103
+2,396
| +7% | +$82.5K | 0.17% | 150 |
|
|
2019
Q4 | $2.06M | Buy |
34,707
+1,845
| +6% | +$109K | 0.26% | 104 |
|
|
2019
Q3 | $1.82M | Buy |
32,862
+3,497
| +12% | +$194K | 0.29% | 100 |
|
|
2019
Q2 | $1.54M | Buy |
29,365
+1,242
| +4% | +$65.1K | 0.26% | 111 |
|
|
2019
Q1 | $1.36M | Buy |
28,123
+1,551
| +6% | +$74.7K | 0.21% | 134 |
|
|
2018
Q4 | $1.21M | Sell |
26,572
-6,616
| -20% | -$302K | 0.27% | 115 |
|
|
2018
Q3 | $1.75M | Buy |
33,188
+4,664
| +16% | +$246K | 0.36% | 85 |
|
|
2018
Q2 | $1.43M | Buy |
28,524
+1,275
| +5% | +$63.8K | 0.34% | 93 |
|
|
2018
Q1 | $1.38M | Buy |
27,249
+16,812
| +161% | +$849K | 0.34% | 84 |
|
|
2017
Q4 | $559K | Buy |
10,437
+4,242
| +68% | +$227K | 0.2% | 156 |
|
|
2017
Q3 | $332K | Buy |
+6,195
| New | +$332K | 0.15% | 198 |
|