QWP
Quotient Wealth Partners’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
6,494
-1,058
| -14% | -$47.9K | 0.01% | 274 |
|
|
2025
Q1 | $319K | Sell |
7,552
-220
| -3% | -$9.29K | 0.01% | 244 |
|
|
2024
Q4 | $372K | Buy |
7,772
+741
| +11% | +$35.4K | 0.01% | 217 |
|
|
2024
Q3 | $322K | Buy |
7,031
+734
| +12% | +$33.6K | 0.01% | 240 |
|
|
2024
Q2 | $250K | Buy |
6,297
+816
| +15% | +$32.4K | 0.01% | 267 |
|
|
2024
Q1 | $245K | Buy |
+5,481
| New | +$245K | 0.01% | 262 |
|