OCM
Osterweis Capital Management’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-25
| Closed | -$1.06K | – | 421 |
|
2025
Q1 | $1.06K | Sell |
25
-1,284
| -98% | -$54.2K | ﹤0.01% | 231 |
|
2024
Q4 | $62.6K | Hold |
1,309
| – | – | ﹤0.01% | 166 |
|
2024
Q3 | $59.9K | Hold |
1,309
| – | – | ﹤0.01% | 171 |
|
2024
Q2 | $52K | Hold |
1,309
| – | – | ﹤0.01% | 174 |
|
2024
Q1 | $58.5K | Hold |
1,309
| – | – | ﹤0.01% | 166 |
|
2023
Q4 | $56.7K | Hold |
1,309
| – | – | ﹤0.01% | 163 |
|
2023
Q3 | $43.3K | Hold |
1,309
| – | – | ﹤0.01% | 169 |
|
2023
Q2 | $43.2K | Hold |
1,309
| – | – | ﹤0.01% | 178 |
|
2023
Q1 | $47.2K | Hold |
1,309
| – | – | ﹤0.01% | 172 |
|
2022
Q4 | $57.1K | Hold |
1,309
| – | – | ﹤0.01% | 165 |
|
2022
Q3 | $53K | Buy |
+1,309
| New | +$53K | ﹤0.01% | 161 |
|