Prestige Wealth Management 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 | $11.4K | Hold |
250
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $10.7K | Hold |
250
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $12.1K | Hold |
250
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $11.6K | Hold |
250
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $11.3K | Hold |
250
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $10.9K | Buy |
250
+8
| +3% | +$350 | ﹤0.01% | 431 |
|
|
2023
Q3 | $8.12K | Sell |
242
-48
| -17% | -$1.61K | ﹤0.01% | 470 |
|
|
2023
Q2 | $9.72K | Buy |
290
+11
| +4% | +$369 | ﹤0.01% | 466 |
|
|
2023
Q1 | $10.2K | Sell |
279
-380
| -58% | -$13.9K | ﹤0.01% | 434 |
|
|
2022
Q4 | $29K | Buy |
659
+1
| +0.2% | +$44 | 0.01% | 305 |
|
|
2022
Q3 | $27K | Hold |
658
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $30K | Buy |
658
+1
| +0.2% | +$46 | 0.01% | 280 |
|
|
2022
Q1 | $35K | Sell |
657
-211
| -24% | -$11.2K | 0.01% | 274 |
|
|
2021
Q4 | $49K | Hold |
868
| – | – | 0.01% | 267 |
|
|
2021
Q3 | $51K | Buy |
868
+200
| +30% | +$11.8K | 0.01% | 257 |
|
|
2021
Q2 | $38K | Hold |
668
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $37K | Buy |
668
+200
| +43% | +$11.1K | 0.01% | 281 |
|
|
2020
Q4 | $22K | Sell |
468
-123
| -21% | -$5.78K | 0.01% | 342 |
|
|
2020
Q3 | $22K | Buy |
591
+59
| +11% | +$2.2K | 0.01% | 336 |
|
|
2020
Q2 | $20K | Buy |
532
+133
| +33% | +$5K | 0.01% | 338 |
|
|
2020
Q1 | $13K | Buy |
399
+332
| +496% | +$10.8K | 0.01% | 342 |
|
|
2019
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 446 |
|
|
2019
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 424 |
|
|
2019
Q1 | $3K | Sell |
67
-424
| -86% | -$19K | ﹤0.01% | 439 |
|
|
2018
Q4 | $22K | Buy |
+491
| New | +$22K | 0.02% | 291 |
|