PWS
Precision Wealth Strategies’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
16,856
+3,449
| +26% | +$156K | 0.25% | 74 |
|
|
2025
Q1 | $566K | Buy |
13,407
+2,410
| +22% | +$102K | 0.43% | 43 |
|
|
2024
Q4 | $526K | Hold |
10,997
| – | – | 0.41% | 45 |
|
|
2024
Q3 | $503K | Hold |
10,997
| – | – | 0.47% | 39 |
|
|
2024
Q2 | $437K | Hold |
10,997
| – | – | 0.45% | 42 |
|
|
2024
Q1 | $492K | Sell |
10,997
-694
| -6% | -$31K | 0.46% | 39 |
|
|
2023
Q4 | $506K | Sell |
11,691
-3,650
| -24% | -$158K | 0.49% | 31 |
|
|
2023
Q3 | $507K | Sell |
15,341
-20,322
| -57% | -$672K | 0.55% | 27 |
|
|
2023
Q2 | $1.18M | Sell |
35,663
-2,521
| -7% | -$83.3K | 1.93% | 10 |
|
|
2023
Q1 | $1.38M | Buy |
38,184
+27,287
| +250% | +$984K | 2.16% | 8 |
|
|
2022
Q4 | $475K | Sell |
10,897
-3,405
| -24% | -$148K | 0.5% | 43 |
|
|
2022
Q3 | $588K | Hold |
14,302
| – | – | 0.52% | 36 |
|
|
2022
Q2 | $648K | Hold |
14,302
| – | – | 0.51% | 35 |
|
|
2022
Q1 | $760K | Buy |
14,302
+465
| +3% | +$24.7K | 0.45% | 44 |
|
|
2021
Q4 | $777K | Buy |
13,837
+825
| +6% | +$46.3K | 0.56% | 42 |
|
|
2021
Q3 | $773K | Sell |
13,012
-68
| -0.5% | -$4.04K | 0.6% | 27 |
|
|
2021
Q2 | $745K | Buy |
13,080
+893
| +7% | +$50.9K | 0.64% | 24 |
|
|
2021
Q1 | $674K | Sell |
12,187
-3,000
| -20% | -$166K | 0.65% | 21 |
|
|
2020
Q4 | $708K | Buy |
+15,187
| New | +$708K | 0.77% | 12 |
|