PPWM
PFG Private Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-131
| Closed | -$5.53K | – | 239 |
|
|
2025
Q1 | $5.53K | Hold |
131
| – | – | ﹤0.01% | 171 |
|
|
2024
Q4 | $6.27K | Hold |
131
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $5.99K | Hold |
131
| – | – | ﹤0.01% | 155 |
|
|
2024
Q2 | $5.2K | Hold |
131
| – | – | ﹤0.01% | 155 |
|
|
2024
Q1 | $5.86K | Hold |
131
| – | – | ﹤0.01% | 147 |
|
|
2023
Q4 | $5.67K | Hold |
131
| – | – | ﹤0.01% | 155 |
|
|
2023
Q3 | $4.33K | Hold |
131
| – | – | ﹤0.01% | 225 |
|
|
2023
Q2 | $4.33K | Hold |
131
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $4.72K | Hold |
131
| – | – | ﹤0.01% | 234 |
|
|
2022
Q4 | $6K | Hold |
131
| – | – | ﹤0.01% | 215 |
|
|
2022
Q3 | $5K | Hold |
131
| – | – | ﹤0.01% | 219 |
|
|
2022
Q2 | $6K | Sell |
131
-4,762
| -97% | -$218K | ﹤0.01% | 217 |
|
|
2022
Q1 | $260K | Buy |
4,893
+4,762
| +3,635% | +$253K | 0.13% | 58 |
|
|
2021
Q4 | $7K | Hold |
131
| – | – | ﹤0.01% | 216 |
|
|
2021
Q3 | $8K | Buy |
+131
| New | +$8K | ﹤0.01% | 203 |
|