Premier Path Wealth Partners’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 | $1.9M | Buy |
42,080
+1,452
| +4% | +$65.7K | 0.27% | 88 |
|
|
2025
Q1 | $1.72M | Sell |
40,628
-652
| -2% | -$27.5K | 0.27% | 88 |
|
|
2024
Q4 | $1.97M | Sell |
41,280
-822
| -2% | -$39.3K | 0.3% | 77 |
|
|
2024
Q3 | $1.93M | Buy |
42,102
+2,276
| +6% | +$104K | 0.3% | 83 |
|
|
2024
Q2 | $1.58M | Buy |
39,826
+1,712
| +4% | +$68K | 0.27% | 91 |
|
|
2024
Q1 | $1.7M | Buy |
38,114
+26,754
| +236% | +$1.19M | 0.32% | 81 |
|
|
2023
Q4 | $481K | Buy |
+11,360
| New | +$481K | 0.11% | 197 |
|