Modera 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 | $531K | Sell |
11,725
-92
| -0.8% | -$4.16K | 0.01% | 435 |
|
|
2025
Q1 | $499K | Sell |
11,817
-133
| -1% | -$5.62K | 0.01% | 439 |
|
|
2024
Q4 | $572K | Buy |
11,950
+502
| +4% | +$24K | 0.01% | 411 |
|
|
2024
Q3 | $524K | Buy |
11,448
+316
| +3% | +$14.5K | 0.01% | 404 |
|
|
2024
Q2 | $442K | Buy |
11,132
+9
| +0.1% | +$357 | 0.01% | 413 |
|
|
2024
Q1 | $497K | Sell |
11,123
-430
| -4% | -$19.2K | 0.01% | 392 |
|
|
2023
Q4 | $500K | Buy |
11,553
+8
| +0.1% | +$346 | 0.01% | 377 |
|
|
2023
Q3 | $382K | Sell |
11,545
-855
| -7% | -$28.3K | 0.01% | 399 |
|
|
2023
Q2 | $410K | Buy |
+12,400
| New | +$410K | 0.01% | 411 |
|
|
2022
Q1 | – | Sell |
-10,408
| Closed | -$585K | – | 585 |
|
|
2021
Q4 | $585K | Buy |
+10,408
| New | +$585K | 0.02% | 251 |
|