Philip James Wealth Mangement’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
89,947
-18,594
| -17% | -$841K | 0.52% | 44 |
|
|
2025
Q1 | $4.58M | Sell |
108,541
-7,690
| -7% | -$325K | 0.56% | 44 |
|
|
2024
Q4 | $5.56M | Sell |
116,231
-24,029
| -17% | -$1.15M | 0.72% | 30 |
|
|
2024
Q3 | $6.41M | Buy |
+140,260
| New | +$6.41M | 0.79% | 29 |
|
|
2024
Q2 | – | Sell |
-5,172
| Closed | -$231K | – | 83 |
|
|
2024
Q1 | $231K | Sell |
5,172
-615
| -11% | -$27.5K | 0.16% | 65 |
|
|
2023
Q4 | $250K | Buy |
+5,787
| New | +$250K | 0.19% | 62 |
|