MSWM
McGlone Suttner Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
15,248
+1,069
| +8% | +$48.4K | 0.1% | 94 |
|
|
2025
Q1 | $599K | Buy |
14,179
+3,838
| +37% | +$162K | 0.1% | 95 |
|
|
2024
Q4 | $495K | Buy |
10,341
+633
| +7% | +$30.3K | 0.08% | 104 |
|
|
2024
Q3 | $444K | Sell |
9,708
-287
| -3% | -$13.1K | 0.09% | 109 |
|
|
2024
Q2 | $433K | Sell |
9,995
-1,022
| -9% | -$44.2K | 0.09% | 91 |
|
|
2024
Q1 | $492K | Buy |
11,017
+1,022
| +10% | +$45.7K | 0.09% | 97 |
|
|
2023
Q4 | $433K | Buy |
9,995
+777
| +8% | +$33.6K | 0.09% | 91 |
|
|
2023
Q3 | $305K | Buy |
9,218
+351
| +4% | +$11.6K | 0.07% | 105 |
|
|
2023
Q2 | $293K | Buy |
8,867
+324
| +4% | +$10.7K | 0.07% | 113 |
|
|
2023
Q1 | $308K | Buy |
8,543
+837
| +11% | +$30.2K | 0.08% | 104 |
|
|
2022
Q4 | $336K | Buy |
+7,706
| New | +$336K | 0.11% | 90 |
|