Mosaic Family Wealth Partners’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 | $346K | Buy |
7,640
+84
| +1% | +$3.8K | 0.04% | 161 |
|
|
2025
Q1 | $319K | Sell |
7,556
-139
| -2% | -$5.87K | 0.05% | 160 |
|
|
2024
Q4 | $368K | Sell |
7,695
-187
| -2% | -$8.94K | 0.05% | 148 |
|
|
2024
Q3 | $360K | Sell |
7,882
-11,204
| -59% | -$512K | 0.05% | 143 |
|
|
2024
Q2 | $758K | Sell |
19,086
-401
| -2% | -$15.9K | 0.12% | 89 |
|
|
2024
Q1 | $871K | Buy |
19,487
+264
| +1% | +$11.8K | 0.14% | 84 |
|
|
2023
Q4 | $832K | Buy |
19,223
+265
| +1% | +$11.5K | 0.14% | 84 |
|
|
2023
Q3 | $627K | Hold |
18,958
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $626K | Sell |
18,958
-5
| -0% | -$165 | 0.12% | 92 |
|
|
2023
Q1 | $684K | Buy |
18,963
+5
| +0% | +$180 | 0.14% | 87 |
|
|
2022
Q4 | $827K | Buy |
+18,958
| New | +$827K | 0.23% | 66 |
|