MinichMacGregor Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-166
| Closed | -$7.24K | – | 616 |
|
|
2022
Q4 | $7.24K | Buy |
+166
| New | +$7.24K | ﹤0.01% | 440 |
|
|
2020
Q2 | – | Sell |
-26,960
| Closed | -$899K | – | 113 |
|
|
2020
Q1 | $899K | Buy |
+26,960
| New | +$899K | 0.81% | 36 |
|
|
2019
Q1 | – | Sell |
-49,296
| Closed | -$2.64M | – | 111 |
|
|
2018
Q4 | $2.64M | Buy |
49,296
+49,232
| +76,925% | +$2.64M | 1.81% | 17 |
|
|
2018
Q3 | $3K | Sell |
64
-8
| -11% | -$375 | ﹤0.01% | 432 |
|
|
2018
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 429 |
|
|
2018
Q1 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 413 |
|