Moss Adams Wealth Advisors’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 | $326K | Sell |
7,122
-2,150
| -23% | -$98.4K | 0.03% | 186 |
|
|
2025
Q1 | $396K | Buy |
9,272
+628
| +7% | +$26.8K | 0.04% | 134 |
|
|
2024
Q4 | $418K | Buy |
8,644
+124
| +1% | +$5.99K | 0.04% | 118 |
|
|
2024
Q3 | $394K | Buy |
8,520
+649
| +8% | +$30K | 0.04% | 121 |
|
|
2024
Q2 | $316K | Buy |
7,871
+431
| +6% | +$17.3K | 0.04% | 113 |
|
|
2024
Q1 | $336K | Buy |
7,440
+925
| +14% | +$41.8K | 0.05% | 100 |
|
|
2023
Q4 | $285K | Buy |
+6,515
| New | +$285K | 0.06% | 90 |
|