Obermeyer Wealth Partners’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 | $5.69M | Sell |
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|
2025
Q2 | $5.48M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $224K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Hold |
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|
2017
Q3 | $224K | Sell |
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|
2017
Q2 | $296K | Sell |
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|
2017
Q1 | $1.01M | Hold |
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|
2016
Q4 | $1.01M | Hold |
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|
2016
Q3 | $842K | Hold |
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|
2016
Q2 | $792K | Hold |
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|
2016
Q1 | $797K | Hold |
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|
2015
Q4 | $838K | Hold |
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|
2015
Q3 | $805K | Hold |
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|
2015
Q2 | $852K | Buy |
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|
2015
Q1 | $858K | Buy |
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|
2014
Q4 | $876K | Buy |
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