MBM Wealth Consultants’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
Q3 | $493K | Buy |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $527K | Hold |
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $490K | Sell |
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|
2020
Q4 | $423K | Buy |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $553K | Hold |
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|
2019
Q3 | $516K | Sell |
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|
2019
Q2 | $525K | Buy |
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|
2019
Q1 | $416K | Hold |
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|
2018
Q4 | $395K | Buy |
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