Mount Yale Investment Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $358K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $524K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $141K | Sell |
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|
2018
Q2 | $140K | Hold |
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|
2018
Q1 | $141K | Buy |
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