Madison Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.14M | Sell |
34,347
-856
| -2% | -$28.3K | 0.24% | 91 |
|
|
2023
Q2 | $1.16M | Sell |
35,203
-5,515
| -14% | -$182K | 0.24% | 89 |
|
|
2023
Q1 | $1.47M | Buy |
40,718
+14,381
| +55% | +$518K | 0.32% | 81 |
|
|
2022
Q4 | $1.15M | Sell |
26,337
-7,695
| -23% | -$336K | 0.26% | 82 |
|
|
2022
Q3 | $1.37M | Sell |
34,032
-2,737
| -7% | -$110K | 0.34% | 77 |
|
|
2022
Q2 | $1.69M | Sell |
36,769
-2,461
| -6% | -$113K | 0.41% | 66 |
|
|
2022
Q1 | $2.09M | Sell |
39,230
-156
| -0.4% | -$8.29K | 0.44% | 59 |
|
|
2021
Q4 | $2.21M | Buy |
39,386
+1,694
| +4% | +$95.1K | 0.44% | 61 |
|
|
2021
Q3 | $2.24M | Buy |
37,692
+1,849
| +5% | +$110K | 0.49% | 54 |
|
|
2021
Q2 | $2.04M | Buy |
35,843
+947
| +3% | +$54K | 0.45% | 61 |
|
|
2021
Q1 | $1.93M | Buy |
34,896
+1,232
| +4% | +$68.1K | 0.47% | 54 |
|
|
2020
Q4 | $1.57M | Sell |
33,664
-868
| -3% | -$40.4K | 0.41% | 53 |
|
|
2020
Q3 | $1.24M | Sell |
34,532
-5,435
| -14% | -$195K | 0.37% | 56 |
|
|
2020
Q2 | $1.47M | Buy |
39,967
+1,635
| +4% | +$60.2K | 0.48% | 49 |
|
|
2020
Q1 | $1.32M | Buy |
38,332
+520
| +1% | +$17.9K | 0.53% | 45 |
|
|
2019
Q4 | $2.24M | Buy |
+37,812
| New | +$2.24M | 0.64% | 36 |
|