KWM
Kolinsky Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $425K | Buy |
8,885
+508
| +6% | +$24.3K | 0.26% | 84 |
|
|
2024
Q3 | $383K | Sell |
8,377
-365
| -4% | -$16.7K | 0.25% | 92 |
|
|
2024
Q2 | $347K | Sell |
8,742
-1,220
| -12% | -$48.4K | 0.25% | 89 |
|
|
2024
Q1 | $445K | Buy |
9,962
+471
| +5% | +$21.1K | 0.34% | 69 |
|
|
2023
Q4 | $411K | Buy |
9,491
+1,710
| +22% | +$74K | 0.36% | 68 |
|
|
2023
Q3 | $257K | Buy |
7,781
+1,395
| +22% | +$46.1K | 0.26% | 93 |
|
|
2023
Q2 | $209K | Sell |
6,386
-745
| -10% | -$24.4K | 0.2% | 127 |
|
|
2023
Q1 | $257K | Buy |
7,131
+1,403
| +24% | +$50.6K | 0.27% | 96 |
|
|
2022
Q4 | $250K | Sell |
5,728
-1,569
| -22% | -$68.5K | 0.29% | 100 |
|
|
2022
Q3 | $294K | Sell |
7,297
-70
| -1% | -$2.82K | 0.37% | 63 |
|
|
2022
Q2 | $339K | Sell |
7,367
-252
| -3% | -$11.6K | 0.4% | 56 |
|
|
2022
Q1 | $405K | Buy |
7,619
+479
| +7% | +$25.5K | 0.4% | 46 |
|
|
2021
Q4 | $401K | Buy |
+7,140
| New | +$401K | 0.37% | 55 |
|