Personal Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $631K | Hold |
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|
2021
Q1 | $612K | Hold |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $588K | Hold |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.16M | Buy |
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