Moseley Investment 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 | $212K | Sell |
4,685
-728
| -13% | -$32.9K | 0.07% | 156 |
|
|
2025
Q1 | $229K | Sell |
5,413
-408
| -7% | -$17.2K | 0.09% | 135 |
|
|
2024
Q4 | $278K | Sell |
5,821
-58
| -1% | -$2.77K | 0.11% | 122 |
|
|
2024
Q3 | $269K | Sell |
5,879
-508
| -8% | -$23.2K | 0.11% | 126 |
|
|
2024
Q2 | $254K | Sell |
6,387
-695
| -10% | -$27.6K | 0.12% | 121 |
|
|
2024
Q1 | $317K | Sell |
7,082
-124
| -2% | -$5.54K | 0.16% | 109 |
|
|
2023
Q4 | $312K | Sell |
7,206
-1,562
| -18% | -$67.6K | 0.17% | 107 |
|
|
2023
Q3 | $290K | Buy |
8,768
+606
| +7% | +$20K | 0.17% | 110 |
|
|
2023
Q2 | $270K | Buy |
8,162
+2,300
| +39% | +$76K | 0.16% | 117 |
|
|
2023
Q1 | $211K | Buy |
+5,862
| New | +$211K | 0.14% | 134 |
|