LWAM
Legacy Wealth Asset Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
15,546
+71
| +0.5% | +$3.21K | 0.18% | 166 |
|
|
2025
Q1 | $653K | Sell |
15,475
-254
| -2% | -$10.7K | 0.18% | 184 |
|
|
2024
Q4 | $752K | Sell |
15,729
-360
| -2% | -$17.2K | 0.2% | 139 |
|
|
2024
Q3 | $736K | Buy |
16,089
+34
| +0.2% | +$1.56K | 0.2% | 150 |
|
|
2024
Q2 | $637K | Sell |
16,055
-15,198
| -49% | -$603K | 0.18% | 175 |
|
|
2024
Q1 | $1.4M | Sell |
31,253
-446
| -1% | -$19.9K | 0.39% | 67 |
|
|
2023
Q4 | $1.37M | Sell |
31,699
-2,439
| -7% | -$106K | 0.45% | 65 |
|
|
2023
Q3 | $1.13M | Sell |
34,138
-598
| -2% | -$19.8K | 0.41% | 73 |
|
|
2023
Q2 | $1.15M | Buy |
34,736
+16,043
| +86% | +$530K | 0.4% | 67 |
|
|
2023
Q1 | $674K | Sell |
18,693
-8
| -0% | -$288 | 0.24% | 137 |
|
|
2022
Q4 | $816K | Buy |
18,701
+260
| +1% | +$11.3K | 0.31% | 106 |
|
|
2022
Q3 | $744K | Buy |
18,441
+509
| +3% | +$20.5K | 0.33% | 103 |
|
|
2022
Q2 | $825K | Buy |
17,932
+256
| +1% | +$11.8K | 0.33% | 115 |
|
|
2022
Q1 | $939K | Buy |
17,676
+491
| +3% | +$26.1K | 0.33% | 115 |
|
|
2021
Q4 | $965K | Buy |
17,185
+150
| +0.9% | +$8.42K | 0.33% | 116 |
|
|
2021
Q3 | $1.01M | Sell |
17,035
-3
| -0% | -$178 | 0.46% | 63 |
|
|
2021
Q2 | $971K | Buy |
17,038
+136
| +0.8% | +$7.75K | 0.43% | 73 |
|
|
2021
Q1 | $935K | Sell |
16,902
-552
| -3% | -$30.5K | 0.43% | 67 |
|
|
2020
Q4 | $813K | Buy |
+17,454
| New | +$813K | 0.41% | 82 |
|