Priebe Wealth Holdings’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 | – | Sell |
-5,203
| Closed | -$220K | – | 76 |
|
|
2025
Q1 | $220K | Buy |
5,203
+125
| +2% | +$5.28K | 0.14% | 71 |
|
|
2024
Q4 | $243K | Buy |
5,078
+215
| +4% | +$10.3K | 0.16% | 59 |
|
|
2024
Q3 | $222K | Buy |
+4,863
| New | +$222K | 0.16% | 56 |
|
|
2024
Q2 | – | Sell |
-4,579
| Closed | -$205K | – | 62 |
|
|
2024
Q1 | $205K | Sell |
4,579
-245
| -5% | -$11K | 0.16% | 59 |
|
|
2023
Q4 | $209K | Buy |
+4,824
| New | +$209K | 0.17% | 61 |
|