Marcum Wealth’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $414K | Sell |
9,812
-863
| -8% | -$36.4K | 0.04% | 220 |
|
|
2024
Q4 | $511K | Sell |
10,675
-15
| -0.1% | -$717 | 0.04% | 193 |
|
|
2024
Q3 | $489K | Sell |
10,690
-77
| -0.7% | -$3.52K | 0.05% | 202 |
|
|
2024
Q2 | $427K | Buy |
10,767
+777
| +8% | +$30.8K | 0.04% | 219 |
|
|
2024
Q1 | $447K | Buy |
9,990
+3,868
| +63% | +$173K | 0.05% | 208 |
|
|
2023
Q4 | $265K | Sell |
6,122
-4,663
| -43% | -$202K | 0.03% | 280 |
|
|
2023
Q3 | $357K | Buy |
10,785
+606
| +6% | +$20K | 0.04% | 214 |
|
|
2023
Q2 | $336K | Sell |
10,179
-711
| -7% | -$23.5K | 0.04% | 226 |
|
|
2023
Q1 | $393K | Buy |
10,890
+4,263
| +64% | +$154K | 0.05% | 210 |
|
|
2022
Q4 | $289K | Sell |
6,627
-4,872
| -42% | -$212K | 0.04% | 249 |
|
|
2022
Q3 | $464K | Sell |
11,499
-150
| -1% | -$6.05K | 0.07% | 163 |
|
|
2022
Q2 | $536K | Buy |
11,649
+1,195
| +11% | +$55K | 0.08% | 149 |
|
|
2022
Q1 | $556K | Buy |
10,454
+282
| +3% | +$15K | 0.08% | 148 |
|
|
2021
Q4 | $571K | Buy |
10,172
+99
| +1% | +$5.56K | 0.08% | 159 |
|
|
2021
Q3 | $599K | Buy |
10,073
+1,145
| +13% | +$68.1K | 0.09% | 134 |
|
|
2021
Q2 | $509K | Buy |
8,928
+241
| +3% | +$13.7K | 0.08% | 145 |
|
|
2021
Q1 | $480K | Buy |
+8,687
| New | +$480K | 0.08% | 153 |
|