Mitchell & Pahl Private Wealth’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 | $2.23M | Buy |
49,271
+2,024
| +4% | +$91.6K | 0.98% | 37 |
|
|
2025
Q1 | $1.99M | Buy |
47,247
+1,617
| +4% | +$68.3K | 0.93% | 41 |
|
|
2024
Q4 | $2.18M | Buy |
45,630
+1,673
| +4% | +$80K | 1.02% | 36 |
|
|
2024
Q3 | $2.01M | Buy |
43,957
+1,507
| +4% | +$68.9K | 0.94% | 38 |
|
|
2024
Q2 | $1.69M | Sell |
42,450
-145
| -0.3% | -$5.76K | 0.89% | 44 |
|
|
2024
Q1 | $1.9M | Buy |
42,595
+2,437
| +6% | +$109K | 1% | 34 |
|
|
2023
Q4 | $1.74M | Sell |
40,158
-1,139
| -3% | -$49.3K | 0.99% | 35 |
|
|
2023
Q3 | $1.37M | Buy |
41,297
+3,628
| +10% | +$120K | 0.81% | 42 |
|
|
2023
Q2 | $1.24M | Buy |
37,669
+4,517
| +14% | +$149K | 0.75% | 45 |
|
|
2023
Q1 | $1.2M | Buy |
33,152
+2,428
| +8% | +$87.5K | 0.75% | 45 |
|
|
2022
Q4 | $1.34M | Buy |
30,724
+1,033
| +3% | +$45K | 0.88% | 40 |
|
|
2022
Q3 | $1.2M | Buy |
29,691
+1,747
| +6% | +$70.4K | 0.88% | 35 |
|
|
2022
Q2 | $1.29M | Buy |
27,944
+2,097
| +8% | +$96.5K | 0.89% | 34 |
|
|
2022
Q1 | $1.37M | Buy |
25,847
+499
| +2% | +$26.5K | 0.87% | 34 |
|
|
2021
Q4 | $1.42M | Buy |
25,348
+1,993
| +9% | +$112K | 0.91% | 32 |
|
|
2021
Q3 | $1.39M | Buy |
23,355
+435
| +2% | +$25.9K | 1% | 29 |
|
|
2021
Q2 | $1.31M | Buy |
22,920
+1,712
| +8% | +$97.6K | 0.93% | 33 |
|
|
2021
Q1 | $1.17M | Buy |
21,208
+2,031
| +11% | +$112K | 0.91% | 36 |
|
|
2020
Q4 | $893K | Buy |
+19,177
| New | +$893K | 0.75% | 46 |
|