Marks Group Wealth Management’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
Q2 | $2.1M | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $2.2M | Sell |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $855K | Buy |
|
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $863K | Buy |
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|
2022
Q2 | $982K | Buy |
|
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $298K | Buy |
|