Patriot 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
2018
Q4
$7.62M Sell
2018
Q3
$9.01M Buy
2018
Q2
$8.35M Buy
2018
Q1
$8.22M Buy
2017
Q4
$8.52M Buy
2017
Q3
$8.39M Buy
2016
Q2
Sell
2016
Q1
$4.8M Buy
2015
Q4
Sell
2015
Q3
$3.7M Hold
2015
Q2
$3.91M Sell
2015
Q1
$10.7M Buy
2014
Q4
$10.8M Buy
2014
Q3
$9.93M Buy
2014
Q2
$10.1M Sell
2014
Q1
$10M Sell
2013
Q4
$9.76M Sell
2013
Q3
$8.87M Buy
2013
Q2
Hold