Mitchell McLeod Pugh & Williams’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Sell |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $464K | Hold |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $839K | Buy |
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|
2022
Q2 | $950K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $925K | Hold |
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|
2020
Q3 | $712K | Hold |
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|
2020
Q2 | $731K | Sell |
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|
2020
Q1 | $694K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $998K | Sell |
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|
2018
Q4 | $949K | Sell |
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|
2018
Q3 | $1.11M | Hold |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.1M | Hold |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $871K | Hold |
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|
2016
Q2 | $819K | Buy |
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|
2016
Q1 | $755K | Buy |
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|
2015
Q4 | $783K | Sell |
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|
2015
Q3 | $781K | Hold |
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|
2015
Q2 | $826K | Sell |
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|
2015
Q1 | $844K | Hold |
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|
2014
Q4 | $868K | Buy |
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