Mission 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 | $1.04M | Buy |
22,899
+4,386
| +24% | +$198K | 0.02% | 309 |
|
|
2025
Q1 | $782K | Sell |
18,513
-10,572
| -36% | -$446K | 0.02% | 334 |
|
|
2024
Q4 | $1.39M | Buy |
29,085
+9,719
| +50% | +$465K | 0.03% | 217 |
|
|
2024
Q3 | $886K | Buy |
19,366
+91
| +0.5% | +$4.16K | 0.02% | 305 |
|
|
2024
Q2 | $765K | Buy |
19,275
+1,002
| +5% | +$39.8K | 0.02% | 309 |
|
|
2024
Q1 | $817K | Buy |
18,273
+12,197
| +201% | +$545K | 0.02% | 317 |
|
|
2023
Q4 | $263K | Buy |
+6,076
| New | +$263K | 0.01% | 479 |
|
|
2023
Q3 | – | Sell |
-6,121
| Closed | -$202K | – | 548 |
|
|
2023
Q2 | $202K | Sell |
6,121
-64
| -1% | -$2.12K | 0.01% | 505 |
|
|
2023
Q1 | $223K | Sell |
6,185
-287
| -4% | -$10.3K | 0.01% | 468 |
|
|
2022
Q4 | $282K | Sell |
6,472
-980
| -13% | -$42.7K | 0.01% | 418 |
|
|
2022
Q3 | $300K | Sell |
7,452
-1,320
| -15% | -$53.1K | 0.02% | 381 |
|
|
2022
Q2 | $404K | Buy |
8,772
+3,741
| +74% | +$172K | 0.02% | 335 |
|
|
2022
Q1 | $267K | Sell |
5,031
-1,088
| -18% | -$57.7K | 0.01% | 429 |
|
|
2021
Q4 | $344K | Buy |
6,119
+170
| +3% | +$9.56K | 0.02% | 383 |
|
|
2021
Q3 | $354K | Sell |
5,949
-2,211
| -27% | -$132K | 0.02% | 354 |
|
|
2021
Q2 | $465K | Sell |
8,160
-290
| -3% | -$16.5K | 0.02% | 292 |
|
|
2021
Q1 | $467K | Sell |
8,450
-138
| -2% | -$7.63K | 0.03% | 268 |
|
|
2020
Q4 | $400K | Sell |
8,588
-1,023
| -11% | -$47.6K | 0.03% | 284 |
|
|
2020
Q3 | $345K | Sell |
9,611
-28
| -0.3% | -$1.01K | 0.03% | 253 |
|
|
2020
Q2 | $355K | Buy |
+9,639
| New | +$355K | 0.03% | 226 |
|
|
2020
Q1 | – | Sell |
-4,741
| Closed | -$281K | – | 347 |
|
|
2019
Q4 | $281K | Buy |
4,741
+114
| +2% | +$6.76K | 0.03% | 265 |
|
|
2019
Q3 | $256K | Buy |
4,627
+3
| +0.1% | +$166 | 0.03% | 265 |
|
|
2019
Q2 | $242K | Buy |
+4,624
| New | +$242K | 0.03% | 269 |
|