Madison Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
5,090
-500
| -9% | -$22.6K | 0.05% | 152 |
|
|
2025
Q1 | $236K | Buy |
5,590
+13
| +0.2% | +$549 | 0.06% | 136 |
|
|
2024
Q4 | $267K | Buy |
5,577
+29
| +0.5% | +$1.39K | 0.07% | 126 |
|
|
2024
Q3 | $254K | Buy |
+5,548
| New | +$254K | 0.08% | 131 |
|
|
2024
Q2 | – | Sell |
-4,707
| Closed | -$210K | – | 132 |
|
|
2024
Q1 | $210K | Buy |
4,707
+5
| +0.1% | +$224 | 0.08% | 121 |
|
|
2023
Q4 | $203K | Buy |
+4,702
| New | +$203K | 0.08% | 115 |
|