Meridian Wealth Management’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 | $465K | Buy |
10,268
+309
| +3% | +$14K | 0.02% | 460 |
|
|
2025
Q1 | $420K | Buy |
9,959
+83
| +0.8% | +$3.5K | 0.02% | 446 |
|
|
2024
Q4 | $472K | Buy |
9,876
+187
| +2% | +$8.94K | 0.02% | 422 |
|
|
2024
Q3 | $443K | Buy |
+9,689
| New | +$443K | 0.02% | 432 |
|
|
2024
Q1 | – | Sell |
-10,884
| Closed | -$471K | – | 532 |
|
|
2023
Q4 | $471K | Buy |
10,884
+536
| +5% | +$23.2K | 0.03% | 394 |
|
|
2023
Q3 | $342K | Buy |
10,348
+222
| +2% | +$7.34K | 0.02% | 432 |
|
|
2023
Q2 | $335K | Buy |
10,126
+71
| +0.7% | +$2.35K | 0.03% | 407 |
|
|
2023
Q1 | $362K | Buy |
10,055
+124
| +1% | +$4.47K | 0.03% | 381 |
|
|
2022
Q4 | $433K | Buy |
9,931
+1,229
| +14% | +$53.6K | 0.04% | 335 |
|
|
2022
Q3 | $351K | Sell |
8,702
-2,457
| -22% | -$99.1K | 0.04% | 334 |
|
|
2022
Q2 | $514K | Buy |
11,159
+2,650
| +31% | +$122K | 0.04% | 342 |
|
|
2022
Q1 | $452K | Sell |
8,509
-5
| -0.1% | -$266 | 0.05% | 253 |
|
|
2021
Q4 | $478K | Buy |
8,514
+21
| +0.2% | +$1.18K | 0.05% | 249 |
|
|
2021
Q3 | $505K | Buy |
8,493
+22
| +0.3% | +$1.31K | 0.06% | 225 |
|
|
2021
Q2 | $483K | Sell |
8,471
-25
| -0.3% | -$1.43K | 0.06% | 236 |
|
|
2021
Q1 | $470K | Buy |
8,496
+97
| +1% | +$5.37K | 0.07% | 217 |
|
|
2020
Q4 | $391K | Buy |
+8,399
| New | +$391K | 0.06% | 228 |
|
|
2019
Q3 | – | Sell |
-1,363
| Closed | -$714 | – | 478 |
|
|
2019
Q2 | $714 | Buy |
+1,363
| New | +$714 | 0.03% | 319 |
|
|
2018
Q1 | – | Sell |
-8,011
| Closed | -$430K | – | 202 |
|
|
2017
Q4 | $430K | Buy |
8,011
+2
| +0% | +$107 | 0.27% | 95 |
|
|
2017
Q3 | $429K | Buy |
8,009
+3
| +0% | +$161 | 0.27% | 91 |
|
|
2017
Q2 | $416K | Buy |
8,006
+828
| +12% | +$43K | 0.26% | 90 |
|
|
2017
Q1 | $370K | Buy |
7,178
+2
| +0% | +$103 | 0.22% | 104 |
|
|
2016
Q4 | $369K | Buy |
+7,176
| New | +$369K | 0.29% | 77 |
|