Pacific Capital Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$1.67K | – | 362 |
|
|
2024
Q4 | $1.67K | Sell |
35
-31
| -47% | -$1.48K | ﹤0.01% | 355 |
|
|
2024
Q3 | $3.02K | Buy |
66
+31
| +89% | +$1.42K | ﹤0.01% | 378 |
|
|
2024
Q2 | $1.39K | Hold |
35
| – | – | ﹤0.01% | 453 |
|
|
2024
Q1 | $1.57K | Hold |
35
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $1.52K | Buy |
+35
| New | +$1.52K | ﹤0.01% | 297 |
|