Loring Wolcott & Coolidge Fiduciary Advisors’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 | $131K | Hold |
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|
2025
Q2 | $124K | Hold |
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|
2025
Q1 | $108K | Hold |
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|
2024
Q4 | $135K | Sell |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $118K | Hold |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $478K | Sell |
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|
2021
Q3 | $663K | Sell |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $542K | Sell |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $654K | Sell |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $989K | Buy |
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|
2019
Q1 | $860K | Hold |
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|
2018
Q4 | $816K | Buy |
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|
2018
Q3 | $834K | Hold |
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|
2018
Q2 | $790K | Hold |
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|
2018
Q1 | $797K | Hold |
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|
2017
Q4 | $846K | Hold |
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|
2017
Q3 | $846K | Buy |
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|
2017
Q2 | $831K | Sell |
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|
2017
Q1 | $812K | Buy |
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|
2016
Q4 | $784K | Hold |
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|
2016
Q3 | $655K | Sell |
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|
2016
Q2 | $617K | Sell |
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|
2016
Q1 | $635K | Buy |
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|
2015
Q4 | $633K | Sell |
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|
2015
Q3 | $651K | Hold |
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|
2015
Q2 | $651K | Hold |
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|
2015
Q1 | $655K | Hold |
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|
2014
Q4 | $675K | Buy |
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|
2014
Q3 | $615K | Sell |
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|
2014
Q2 | $716K | Sell |
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|
2014
Q1 | $765K | Buy |
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|
2013
Q4 | $710K | Sell |
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|
2013
Q3 | $722K | Sell |
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|
2013
Q2 | $717K | Buy |
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