McDonald Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
54,734
+329
| +0.6% | +$14.9K | 0.59% | 43 |
|
|
2025
Q1 | $2.3M | Buy |
54,405
+886
| +2% | +$37.4K | 0.6% | 47 |
|
|
2024
Q4 | $2.56M | Buy |
53,519
+1,005
| +2% | +$48.1K | 0.65% | 41 |
|
|
2024
Q3 | $2.4M | Buy |
52,514
+3,385
| +7% | +$155K | 0.6% | 48 |
|
|
2024
Q2 | $1.95M | Sell |
49,129
-2,564
| -5% | -$102K | 0.52% | 53 |
|
|
2024
Q1 | $2.31M | Sell |
51,693
-11,673
| -18% | -$522K | 0.64% | 43 |
|
|
2023
Q4 | $2.74M | Sell |
63,366
-5,732
| -8% | -$248K | 0.81% | 36 |
|
|
2023
Q3 | $2.28M | Buy |
69,098
+955
| +1% | +$31.6K | 0.74% | 38 |
|
|
2023
Q2 | $2.25M | Buy |
68,143
+765
| +1% | +$25.3K | 0.69% | 40 |
|
|
2023
Q1 | $2.43M | Buy |
67,378
+27,356
| +68% | +$986K | 0.79% | 36 |
|
|
2022
Q4 | $1.75M | Sell |
40,022
-1,849
| -4% | -$80.6K | 0.6% | 44 |
|
|
2022
Q3 | $1.69M | Sell |
41,871
-7,903
| -16% | -$319K | 0.64% | 42 |
|
|
2022
Q2 | $2.29M | Buy |
49,774
+3,812
| +8% | +$175K | 0.58% | 48 |
|
|
2022
Q1 | $2.44M | Buy |
45,962
+45,911
| +90,022% | +$2.44M | 0.53% | 53 |
|
|
2021
Q4 | $2.89K | Sell |
51
-35,870
| -100% | -$2.03M | ﹤0.01% | 297 |
|
|
2021
Q3 | $2.14M | Buy |
35,921
+2,813
| +8% | +$167K | 0.5% | 53 |
|
|
2021
Q2 | $1.89M | Sell |
33,108
-986
| -3% | -$56.2K | 0.45% | 63 |
|
|
2021
Q1 | $1.89M | Buy |
34,094
+679
| +2% | +$37.6K | 0.48% | 61 |
|
|
2020
Q4 | $1.56M | Buy |
+33,415
| New | +$1.56M | 0.44% | 68 |
|