Purus Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,978
| Closed | -$215K | – | 127 |
|
|
2023
Q4 | $215K | Buy |
+4,978
| New | +$215K | 0.12% | 116 |
|
|
2022
Q2 | – | Sell |
-3,950
| Closed | -$210K | – | 114 |
|
|
2022
Q1 | $210K | Buy |
3,950
+31
| +0.8% | +$1.65K | 0.15% | 109 |
|
|
2021
Q4 | $220K | Buy |
3,919
+30
| +0.8% | +$1.68K | 0.14% | 104 |
|
|
2021
Q3 | $231K | Buy |
3,889
+28
| +0.7% | +$1.66K | 0.16% | 92 |
|
|
2021
Q2 | $220K | Buy |
3,861
+27
| +0.7% | +$1.54K | 0.16% | 79 |
|
|
2021
Q1 | $212K | Buy |
+3,834
| New | +$212K | 0.18% | 74 |
|