NewEdge Wealth’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
Q3
$1.1M Buy
2025
Q2
$563K Buy
2025
Q1
$432K Buy
2024
Q4
$357K Sell
2024
Q3
$688K Sell
2024
Q2
$686K Sell
2024
Q1
$1.37M Sell
2023
Q4
$1.53M Sell
2023
Q3
$1.26M Buy
2023
Q2
$1.03M Buy
2023
Q1
$854K Buy
2022
Q4
$992K Sell
2022
Q3
$921K Sell
2022
Q2
$1.23M Buy