MGWM
Marks Group Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
46,315
-1,449
| -3% | -$65.6K | 0.19% | 119 |
|
|
2025
Q1 | $2.02M | Buy |
47,764
+222
| +0.5% | +$9.37K | 0.19% | 120 |
|
|
2024
Q4 | $2.27M | Sell |
47,542
-531
| -1% | -$25.4K | 0.22% | 109 |
|
|
2024
Q3 | $2.2M | Sell |
48,073
-433
| -0.9% | -$19.8K | 0.21% | 121 |
|
|
2024
Q2 | $1.93M | Sell |
48,506
-666
| -1% | -$26.4K | 0.2% | 122 |
|
|
2024
Q1 | $2.2M | Sell |
49,172
-3,152
| -6% | -$141K | 0.23% | 114 |
|
|
2023
Q4 | $2.26M | Sell |
52,324
-5,803
| -10% | -$251K | 0.26% | 112 |
|
|
2023
Q3 | $1.92M | Buy |
58,127
+35,763
| +160% | +$1.18M | 0.24% | 122 |
|
|
2023
Q2 | $739K | Sell |
22,364
-1,348
| -6% | -$44.5K | 0.09% | 184 |
|
|
2023
Q1 | $855K | Buy |
23,712
+2,301
| +11% | +$83K | 0.11% | 175 |
|
|
2022
Q4 | $934K | Buy |
21,411
+12
| +0.1% | +$523 | 0.13% | 165 |
|
|
2022
Q3 | $863K | Buy |
21,399
+63
| +0.3% | +$2.54K | 0.13% | 164 |
|
|
2022
Q2 | $982K | Buy |
21,336
+186
| +0.9% | +$8.56K | 0.14% | 158 |
|
|
2022
Q1 | $1.12M | Sell |
21,150
-317
| -1% | -$16.8K | 0.14% | 157 |
|
|
2021
Q4 | $1.21M | Buy |
21,467
+3,808
| +22% | +$214K | 0.15% | 151 |
|
|
2021
Q3 | $1.05M | Buy |
17,659
+13,702
| +346% | +$814K | 0.14% | 150 |
|
|
2021
Q2 | $226K | Sell |
3,957
-103
| -3% | -$5.88K | 0.03% | 244 |
|
|
2021
Q1 | $225K | Buy |
+4,060
| New | +$225K | 0.03% | 226 |
|
|
2020
Q1 | – | Sell |
-5,026
| Closed | -$298K | – | 248 |
|
|
2019
Q4 | $298K | Buy |
+5,026
| New | +$298K | 0.06% | 203 |
|