Marcum Wealth’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
Q1 | $414K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $480K | Buy |
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