M Holdings Securities’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 | $658K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $249K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $426K | Buy |
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|
2018
Q2 | $319K | Buy |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $277K | Sell |
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|
2017
Q2 | $275K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $845K | Buy |
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