LWM
Liberty Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
7,702
-186
| -2% | -$8.42K | 0.05% | 156 |
|
|
2025
Q1 | $333K | Sell |
7,888
-622
| -7% | -$26.3K | 0.06% | 113 |
|
|
2024
Q4 | $407K | Buy |
8,510
+87
| +1% | +$4.16K | 0.07% | 135 |
|
|
2024
Q3 | $385K | Sell |
8,423
-105
| -1% | -$4.8K | 0.07% | 139 |
|
|
2024
Q2 | $339K | Buy |
8,528
+225
| +3% | +$8.94K | 0.06% | 140 |
|
|
2024
Q1 | $371K | Sell |
8,303
-115
| -1% | -$5.14K | 0.07% | 124 |
|
|
2023
Q4 | $364K | Buy |
8,418
+35
| +0.4% | +$1.51K | 0.08% | 119 |
|
|
2023
Q3 | $277K | Buy |
8,383
+521
| +7% | +$17.2K | 0.07% | 139 |
|
|
2023
Q2 | $260K | Sell |
7,862
-67
| -0.8% | -$2.21K | 0.06% | 154 |
|
|
2023
Q1 | $286K | Buy |
+7,929
| New | +$286K | 0.06% | 181 |
|
|
2022
Q3 | $231K | Buy |
5,739
+440
| +8% | +$17.7K | 0.06% | 134 |
|
|
2022
Q2 | $243K | Sell |
5,299
-73
| -1% | -$3.35K | 0.1% | 124 |
|
|
2022
Q1 | $285K | Buy |
+5,372
| New | +$285K | 0.1% | 113 |
|
|
2021
Q4 | – | Sell |
-6,839
| Closed | -$408K | – | 121 |
|
|
2021
Q3 | $408K | Buy |
6,839
+1,791
| +35% | +$107K | 0.15% | 90 |
|
|
2021
Q2 | $288K | Buy |
5,048
+838
| +20% | +$47.8K | 0.11% | 98 |
|
|
2021
Q1 | $180K | Hold |
4,210
| – | – | 0.09% | 115 |
|
|
2020
Q4 | $180K | Buy |
4,210
+1,133
| +37% | +$48.4K | 0.09% | 114 |
|
|
2020
Q3 | $110K | Buy |
3,077
+8
| +0.3% | +$286 | 0.06% | 151 |
|
|
2020
Q2 | $113K | Sell |
3,069
-50
| -2% | -$1.84K | 0.08% | 135 |
|
|
2020
Q1 | $107K | Sell |
3,119
-391
| -11% | -$13.4K | 0.09% | 134 |
|
|
2019
Q4 | $208K | Buy |
3,510
+392
| +13% | +$23.2K | 0.16% | 101 |
|
|
2019
Q3 | $173K | Sell |
3,118
-1,028
| -25% | -$57K | 0.16% | 104 |
|
|
2019
Q2 | $217K | Buy |
4,146
+1,346
| +48% | +$70.4K | 0.19% | 102 |
|
|
2019
Q1 | $134K | Sell |
2,800
-14
| -0.5% | -$670 | 0.1% | 111 |
|
|
2018
Q4 | $128K | Buy |
+2,814
| New | +$128K | 0.1% | 114 |
|