Portside Wealth Group’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 | $1.92M | Buy |
42,428
+1,260
| +3% | +$57K | 0.28% | 81 |
|
|
2025
Q1 | $1.74M | Buy |
41,168
+2,062
| +5% | +$87.1K | 0.28% | 84 |
|
|
2024
Q4 | $1.87M | Sell |
39,106
-1,612
| -4% | -$77.1K | 0.31% | 75 |
|
|
2024
Q3 | $1.86M | Buy |
40,718
+2,696
| +7% | +$123K | 0.32% | 77 |
|
|
2024
Q2 | $1.51M | Sell |
38,022
-2,623
| -6% | -$104K | 0.29% | 88 |
|
|
2024
Q1 | $1.82M | Sell |
40,645
-11,048
| -21% | -$494K | 0.34% | 80 |
|
|
2023
Q4 | $2.24M | Buy |
51,693
+1,242
| +2% | +$53.8K | 0.42% | 67 |
|
|
2023
Q3 | $1.67M | Buy |
50,451
+9,595
| +23% | +$318K | 0.31% | 86 |
|
|
2023
Q2 | $1.35M | Buy |
+40,856
| New | +$1.35M | 0.25% | 98 |
|