Middleton & Co’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $668K | Sell |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $534K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $2.06M | Sell |
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|
2019
Q1 | $2.17M | Sell |
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|
2018
Q4 | $2.62M | Sell |
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|
2018
Q3 | $3.8M | Buy |
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|
2018
Q2 | $3.46M | Sell |
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|
2018
Q1 | $4.2M | Sell |
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|
2017
Q4 | $4.88M | Sell |
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|
2017
Q3 | $4.95M | Buy |
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|
2017
Q2 | $4.72M | Buy |
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|
2017
Q1 | $4.66M | Buy |
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|
2016
Q4 | $3.54M | Buy |
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|
2016
Q3 | $1.67M | Buy |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.79M | Buy |
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|
2015
Q3 | $1.26M | Buy |
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|
2015
Q2 | $1.33M | Buy |
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|
2015
Q1 | $1.32M | Sell |
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|
2014
Q4 | $1.38M | Buy |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.21M | Buy |
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|
2014
Q1 | $1.11M | Hold |
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|
2013
Q4 | $1.05M | Buy |
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|
2013
Q3 | $718K | Buy |
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|
2013
Q2 | $539K | Buy |
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