Laird Norton Wetherby Wealth Management’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 | $923K | Buy |
19,098
+1,976
| +12% | +$93.5K | 0.04% | 401 |
|
|
2025
Q2 | $775K | Buy |
+17,122
| New | +$720K | 0.03% | 437 |
|
|
2024
Q4 | $983K | Sell |
20,558
-1,429
| -6% | -$70.3K | 0.05% | 343 |
|
|
2024
Q3 | $1.01M | Sell |
21,987
-224
| -1% | -$9.82K | 0.05% | 358 |
|
|
2024
Q2 | $882K | Sell |
22,211
-1,112
| -5% | -$45.3K | 0.04% | 378 |
|
|
2024
Q1 | $1.04M | Sell |
23,323
-334
| -1% | -$14.1K | 0.05% | 349 |
|
|
2023
Q4 | $1.02M | Sell |
23,657
-16
| -0.1% | -$585 | 0.05% | 351 |
|
|
2023
Q3 | $783K | Buy |
23,673
+1,382
| +6% | +$50.3K | 0.04% | 392 |
|
|
2023
Q2 | $736K | Sell |
22,291
-9,566
| -30% | -$309K | 0.04% | 420 |
|
|
2023
Q1 | $1.15M | Buy |
31,857
+952
| +3% | +$42.4K | 0.07% | 307 |
|
|
2022
Q4 | $1.35M | Sell |
30,905
-2,143
| -6% | -$91.7K | 0.09% | 262 |
|
|
2022
Q3 | $1.33M | Buy |
33,048
+3,798
| +13% | +$176K | 0.09% | 226 |
|
|
2022
Q2 | $1.35M | Buy |
29,250
+548
| +2% | +$27.4K | 0.09% | 227 |
|
|
2022
Q1 | $1.53M | Buy |
28,702
+797
| +3% | +$45.8K | 0.09% | 219 |
|
|
2021
Q4 | $1.57M | Buy |
27,905
+487
| +2% | +$28.8K | 0.09% | 213 |
|
|
2021
Q3 | $1.63M | Buy |
27,418
+208
| +0.8% | +$11.8K | 0.1% | 186 |
|
|
2021
Q2 | $1.55M | Sell |
27,210
-295
| -1% | -$17.3K | 0.09% | 200 |
|
|
2021
Q1 | $1.52M | Sell |
27,505
-502
| -2% | -$25.1K | 0.12% | 171 |
|
|
2020
Q4 | $1.3M | Buy |
28,007
+511
| +2% | +$21.6K | 0.09% | 218 |
|
|
2020
Q3 | $986K | Sell |
27,496
-1,632
| -6% | -$59.7K | 0.09% | 224 |
|
|
2020
Q2 | $1.07M | Sell |
29,128
-5,108
| -15% | -$182K | 0.1% | 198 |
|
|
2020
Q1 | $1.18M | Sell |
34,236
-4,075
| -11% | -$196K | 0.13% | 157 |
|
|
2019
Q4 | $2.27M | Sell |
38,311
-1,989
| -5% | -$115K | 0.22% | 101 |
|
|
2019
Q3 | $2.23M | Sell |
40,300
-1,066
| -3% | -$57.6K | 0.23% | 99 |
|
|
2019
Q2 | $2.17M | Buy |
41,366
+4,840
| +13% | +$249K | 0.24% | 94 |
|
|
2019
Q1 | $1.76M | Sell |
36,526
-299
| -0.8% | -$15K | 0.22% | 103 |
|
|
2018
Q4 | $1.68M | Sell |
36,825
-890
| -2% | -$45.8K | 0.24% | 95 |
|
|
2018
Q3 | $1.99M | Buy |
37,715
+770
| +2% | +$40.8K | 0.25% | 83 |
|
|
2018
Q2 | $1.85M | Sell |
36,945
-170
| -0.5% | -$8.63K | 0.25% | 85 |
|
|
2018
Q1 | $1.87M | Buy |
37,115
+1,213
| +3% | +$66.4K | 0.26% | 82 |
|
|
2017
Q4 | $1.92M | Buy |
35,902
+1,522
| +4% | +$81.9K | 0.27% | 77 |
|
|
2017
Q3 | $1.84M | Buy |
34,380
+1,506
| +5% | +$78.8K | 0.27% | 75 |
|
|
2017
Q2 | $1.71M | Sell |
32,874
-210
| -0.6% | -$10.8K | 0.29% | 70 |
|
|
2017
Q1 | $1.7M | Buy |
33,084
+2,521
| +8% | +$134K | 0.31% | 67 |
|
|
2016
Q4 | $1.57M | Sell |
30,563
-55
| -0.2% | -$2.62K | 0.31% | 67 |
|
|
2016
Q3 | $1.31M | Buy |
30,618
+1,008
| +3% | +$42.8K | 0.27% | 79 |
|
|
2016
Q2 | $1.19M | Sell |
29,610
-389
| -1% | -$16.2K | 0.26% | 82 |
|
|
2016
Q1 | $1.22M | Sell |
29,999
-108
| -0.4% | -$4.31K | 0.29% | 71 |
|
|
2015
Q4 | $1.28M | Sell |
30,107
-401
| -1% | -$17.1K | 0.31% | 68 |
|
|
2015
Q3 | $1.25M | Buy |
30,508
+1,538
| +5% | +$66.6K | 0.32% | 66 |
|
|
2015
Q2 | $1.26M | Sell |
28,970
-228
| -0.8% | -$9.97K | 0.3% | 68 |
|
|
2015
Q1 | $1.27M | Buy |
29,198
+679
| +2% | +$29.7K | 0.31% | 68 |
|
|
2014
Q4 | $1.28M | Buy |
28,519
+941
| +3% | +$40.5K | 0.32% | 61 |
|
|
2014
Q3 | $1.15M | Buy |
27,578
+1,235
| +5% | +$52.2K | 0.32% | 64 |
|
|
2014
Q2 | $1.14M | Sell |
26,343
-1,236
| -4% | -$51.6K | 0.32% | 63 |
|
|
2014
Q1 | $1.18M | Buy |
27,579
+449
| +2% | +$18.5K | 0.34% | 61 |
|
|
2013
Q4 | $1.1M | Buy |
27,130
+1,341
| +5% | +$51.4K | 0.31% | 69 |
|
|
2013
Q3 | $944K | Buy |
25,789
+3,314
| +15% | +$123K | 0.29% | 77 |
|
|
2013
Q2 | $813K | Buy |
+22,475
| New | +$771K | 0.28% | 81 |
|
Other funds holding USB
MB
