MWC
MBM Wealth Consultants’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
10,030
+849
| +9% | +$38.4K | 0.12% | 70 |
|
|
2025
Q1 | $392K | Buy |
9,181
+1,047
| +13% | +$44.7K | 0.12% | 77 |
|
|
2024
Q4 | $389K | Buy |
8,134
+407
| +5% | +$19.5K | 0.12% | 72 |
|
|
2024
Q3 | $353K | Buy |
7,727
+64
| +0.8% | +$2.93K | 0.11% | 74 |
|
|
2024
Q2 | $305K | Buy |
7,663
+102
| +1% | +$4.07K | 0.1% | 76 |
|
|
2024
Q1 | $342K | Sell |
7,561
-21
| -0.3% | -$949 | 0.12% | 72 |
|
|
2023
Q4 | $326K | Sell |
7,582
-157
| -2% | -$6.74K | 0.12% | 70 |
|
|
2023
Q3 | $249K | Sell |
7,739
-1,498
| -16% | -$48.2K | 0.11% | 90 |
|
|
2023
Q2 | $324K | Buy |
9,237
+1,527
| +20% | +$53.6K | 0.14% | 70 |
|
|
2023
Q1 | $328K | Hold |
7,710
| – | – | 0.13% | 70 |
|
|
2022
Q4 | $347K | Buy |
7,710
+3,226
| +72% | +$145K | 0.16% | 65 |
|
|
2022
Q3 | $186K | Hold |
4,484
| – | – | 0.09% | 81 |
|
|
2022
Q2 | $208K | Hold |
4,484
| – | – | 0.1% | 83 |
|
|
2022
Q1 | $238K | Sell |
4,484
-515
| -10% | -$27.3K | 0.1% | 95 |
|
|
2021
Q4 | $281K | Sell |
4,999
-3,855
| -44% | -$217K | 0.12% | 82 |
|
|
2021
Q3 | $527K | Hold |
8,854
| – | – | 0.24% | 55 |
|
|
2021
Q2 | $504K | Hold |
8,854
| – | – | 0.24% | 52 |
|
|
2021
Q1 | $490K | Sell |
8,854
-220
| -2% | -$12.2K | 0.25% | 51 |
|
|
2020
Q4 | $423K | Buy |
9,074
+437
| +5% | +$20.4K | 0.23% | 52 |
|
|
2020
Q3 | $310K | Hold |
8,637
| – | – | 0.2% | 62 |
|
|
2020
Q2 | $318K | Hold |
8,637
| – | – | 0.22% | 60 |
|
|
2020
Q1 | $298K | Sell |
8,637
-691
| -7% | -$23.8K | 0.25% | 69 |
|
|
2019
Q4 | $553K | Hold |
9,328
| – | – | 0.41% | 47 |
|
|
2019
Q3 | $516K | Sell |
9,328
-690
| -7% | -$38.2K | 0.41% | 54 |
|
|
2019
Q2 | $525K | Buy |
10,018
+1,381
| +16% | +$72.4K | 0.44% | 53 |
|
|
2019
Q1 | $416K | Hold |
8,637
| – | – | 0.36% | 61 |
|
|
2018
Q4 | $395K | Buy |
+8,637
| New | +$395K | 0.39% | 62 |
|