MilWealth Group’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 | $58.8K | Sell |
1,300
-490
| -27% | -$22.2K | 0.02% | 41 |
|
|
2025
Q1 | $75.6K | Hold |
1,790
| – | – | 0.02% | 35 |
|
|
2024
Q4 | $85.6K | Hold |
1,790
| – | – | 0.02% | 46 |
|
|
2024
Q3 | $81.9K | Hold |
1,790
| – | – | 0.02% | 33 |
|
|
2024
Q2 | $71.1K | Hold |
1,790
| – | – | 0.02% | 33 |
|
|
2024
Q1 | $80K | Sell |
1,790
-884
| -33% | -$39.5K | 0.03% | 32 |
|
|
2023
Q4 | $116K | Sell |
2,674
-378
| -12% | -$16.4K | 0.04% | 28 |
|
|
2023
Q3 | $101K | Hold |
3,052
| – | – | 0.04% | 26 |
|
|
2023
Q2 | $101K | Hold |
3,052
| – | – | 0.04% | 25 |
|
|
2023
Q1 | $110K | Hold |
3,052
| – | – | 0.04% | 26 |
|
|
2022
Q4 | $133K | Sell |
3,052
-108
| -3% | -$4.71K | 0.05% | 25 |
|
|
2022
Q3 | $127K | Hold |
3,160
| – | – | 0.06% | 27 |
|
|
2022
Q2 | $145K | Hold |
3,160
| – | – | 0.06% | 30 |
|
|
2022
Q1 | $168K | Hold |
3,160
| – | – | 0.06% | 31 |
|
|
2021
Q4 | $177K | Sell |
3,160
-1,080
| -25% | -$60.7K | 0.07% | 28 |
|
|
2021
Q3 | $252K | Sell |
4,240
-271
| -6% | -$16.1K | 0.1% | 21 |
|
|
2021
Q2 | $257K | Hold |
4,511
| – | – | 0.11% | 19 |
|
|
2021
Q1 | $250K | Hold |
4,511
| – | – | 0.12% | 17 |
|
|
2020
Q4 | $210K | Hold |
4,511
| – | – | 0.1% | 17 |
|
|
2020
Q3 | $162K | Hold |
4,511
| – | – | 0.09% | 22 |
|
|
2020
Q2 | $166K | Hold |
4,511
| – | – | 0.1% | 19 |
|
|
2020
Q1 | $155K | Hold |
4,511
| – | – | 0.12% | 20 |
|
|
2019
Q4 | $267K | Hold |
4,511
| – | – | 0.21% | 14 |
|
|
2019
Q3 | $250K | Hold |
4,511
| – | – | 0.21% | 14 |
|
|
2019
Q2 | $236K | Hold |
4,511
| – | – | 0.2% | 14 |
|
|
2019
Q1 | $217K | Hold |
4,511
| – | – | 0.2% | 16 |
|
|
2018
Q4 | $206K | Buy |
+4,511
| New | +$206K | 0.2% | 17 |
|