PP
PDS Planning’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
8,929
+747
| +9% | +$33.8K | 0.03% | 282 |
|
|
2025
Q1 | $345K | Buy |
8,182
+847
| +12% | +$35.8K | 0.03% | 289 |
|
|
2024
Q4 | $351K | Buy |
7,335
+83
| +1% | +$3.97K | 0.03% | 257 |
|
|
2024
Q3 | $332K | Sell |
7,252
-81
| -1% | -$3.7K | 0.03% | 271 |
|
|
2024
Q2 | $291K | Buy |
7,333
+248
| +4% | +$9.85K | 0.03% | 263 |
|
|
2024
Q1 | $317K | Buy |
7,085
+172
| +2% | +$7.69K | 0.03% | 248 |
|
|
2023
Q4 | $299K | Sell |
6,913
-435
| -6% | -$18.8K | 0.03% | 233 |
|
|
2023
Q3 | $243K | Buy |
7,348
+1,185
| +19% | +$39.2K | 0.03% | 247 |
|
|
2023
Q2 | $204K | Sell |
6,163
-3,309
| -35% | -$109K | 0.03% | 296 |
|
|
2023
Q1 | $341K | Buy |
9,472
+1,198
| +14% | +$43.2K | 0.05% | 171 |
|
|
2022
Q4 | $361K | Sell |
8,274
-1,477
| -15% | -$64.4K | 0.06% | 130 |
|
|
2022
Q3 | $393K | Buy |
9,751
+1,895
| +24% | +$76.4K | 0.07% | 104 |
|
|
2022
Q2 | $362K | Buy |
7,856
+345
| +5% | +$15.9K | 0.07% | 119 |
|
|
2022
Q1 | $399K | Buy |
7,511
+286
| +4% | +$15.2K | 0.07% | 118 |
|
|
2021
Q4 | $406K | Buy |
7,225
+89
| +1% | +$5K | 0.08% | 105 |
|
|
2021
Q3 | $424K | Sell |
7,136
-56
| -0.8% | -$3.33K | 0.1% | 98 |
|
|
2021
Q2 | $410K | Buy |
7,192
+12
| +0.2% | +$684 | 0.1% | 100 |
|
|
2021
Q1 | $397K | Sell |
7,180
-697
| -9% | -$38.5K | 0.12% | 91 |
|
|
2020
Q4 | $367K | Sell |
7,877
-236
| -3% | -$11K | 0.13% | 90 |
|
|
2020
Q3 | $291K | Buy |
8,113
+273
| +3% | +$9.79K | 0.12% | 94 |
|
|
2020
Q2 | $289K | Buy |
7,840
+363
| +5% | +$13.4K | 0.13% | 91 |
|
|
2020
Q1 | $258K | Sell |
7,477
-316
| -4% | -$10.9K | 0.16% | 79 |
|
|
2019
Q4 | $462K | Sell |
7,793
-500
| -6% | -$29.6K | 0.29% | 54 |
|
|
2019
Q3 | $459K | Sell |
8,293
-96
| -1% | -$5.31K | 0.32% | 49 |
|
|
2019
Q2 | $440K | Buy |
8,389
+599
| +8% | +$31.4K | 0.33% | 49 |
|
|
2019
Q1 | $375K | Sell |
7,790
-66
| -0.8% | -$3.18K | 0.29% | 53 |
|
|
2018
Q4 | $359K | Buy |
7,856
+54
| +0.7% | +$2.47K | 0.31% | 51 |
|
|
2018
Q3 | $412K | Sell |
7,802
-412
| -5% | -$21.8K | 0.35% | 47 |
|
|
2018
Q2 | $411K | Hold |
8,214
| – | – | 0.41% | 44 |
|
|
2018
Q1 | $415K | Sell |
8,214
-815
| -9% | -$41.2K | 0.42% | 43 |
|
|
2017
Q4 | $484K | Buy |
+9,029
| New | +$484K | 0.49% | 40 |
|