Morton Brown Family 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 | $14.9K | Buy |
330
+4
| +1% | +$181 | ﹤0.01% | 167 |
|
|
2025
Q1 | $13.8K | Buy |
326
+3
| +0.9% | +$127 | ﹤0.01% | 171 |
|
|
2024
Q4 | $15.4K | Sell |
323
-71
| -18% | -$3.39K | 0.01% | 150 |
|
|
2024
Q3 | $18K | Buy |
394
+75
| +24% | +$3.43K | 0.01% | 139 |
|
|
2024
Q2 | $14.2K | Buy |
319
+7
| +2% | +$311 | 0.01% | 144 |
|
|
2024
Q1 | $14K | Buy |
312
+4
| +1% | +$179 | 0.01% | 138 |
|
|
2023
Q4 | $13.3K | Buy |
+308
| New | +$13.3K | 0.01% | 167 |
|
|
2022
Q4 | – | Sell |
-84
| Closed | -$3K | – | 228 |
|
|
2022
Q3 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 164 |
|