Modern 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 | $1.01M | Buy |
22,315
+3,068
| +16% | +$139K | 0.03% | 362 |
|
|
2025
Q1 | $813K | Buy |
19,247
+1,242
| +7% | +$52.4K | 0.03% | 336 |
|
|
2024
Q4 | $861K | Buy |
+18,005
| New | +$861K | 0.03% | 276 |
|
|
2024
Q3 | – | Sell |
-10,701
| Closed | -$425K | – | 469 |
|
|
2024
Q2 | $425K | Sell |
10,701
-193
| -2% | -$7.66K | 0.03% | 247 |
|
|
2024
Q1 | $487K | Buy |
10,894
+1,889
| +21% | +$84.4K | 0.05% | 174 |
|
|
2023
Q4 | $390K | Buy |
+9,005
| New | +$390K | 0.05% | 114 |
|