OneAscent Wealth Management’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 | $2.62M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $2.79M | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $2.71M | Buy |
|
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|
2023
Q4 | $2.61M | Buy |
|
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|
2023
Q3 | $1.91M | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.04M | Hold |
|
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|
2022
Q4 | $2.46M | Hold |
|
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $2.63M | Sell |
|
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|
2022
Q1 | $3.01M | Buy |
|
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|
2021
Q1 | $4.21M | Buy |
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|
2020
Q4 | $2.63M | Buy |
|