RWM
Ritholtz Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
77,989
+20,527
| +36% | +$929K | 0.08% | 166 |
|
|
2025
Q1 | $2.43M | Buy |
57,462
+3,247
| +6% | +$137K | 0.07% | 206 |
|
|
2024
Q4 | $2.59M | Buy |
54,215
+1,823
| +3% | +$87.2K | 0.08% | 179 |
|
|
2024
Q3 | $2.4M | Buy |
52,392
+2,196
| +4% | +$100K | 0.07% | 192 |
|
|
2024
Q2 | $1.99M | Buy |
50,196
+31,298
| +166% | +$1.24M | 0.07% | 201 |
|
|
2024
Q1 | $845K | Sell |
18,898
-1,368
| -7% | -$61.2K | 0.03% | 400 |
|
|
2023
Q4 | $877K | Buy |
20,266
+2,056
| +11% | +$89K | 0.03% | 358 |
|
|
2023
Q3 | $602K | Sell |
18,210
-1,268
| -7% | -$41.9K | 0.03% | 411 |
|
|
2023
Q2 | $644K | Buy |
+19,478
| New | +$644K | 0.03% | 374 |
|
|
2023
Q1 | – | Sell |
-8,194
| Closed | -$357K | – | 671 |
|
|
2022
Q4 | $357K | Sell |
8,194
-8,182
| -50% | -$357K | 0.02% | 430 |
|
|
2022
Q3 | $660K | Buy |
16,376
+9,222
| +129% | +$372K | 0.04% | 329 |
|
|
2022
Q2 | $329K | Buy |
7,154
+318
| +5% | +$14.6K | 0.02% | 399 |
|
|
2022
Q1 | $363K | Buy |
6,836
+1,331
| +24% | +$70.7K | 0.02% | 374 |
|
|
2021
Q4 | $309K | Buy |
5,505
+202
| +4% | +$11.3K | 0.02% | 405 |
|
|
2021
Q3 | $315K | Buy |
5,303
+89
| +2% | +$5.29K | 0.02% | 362 |
|
|
2021
Q2 | $297K | Sell |
5,214
-1,113
| -18% | -$63.4K | 0.02% | 370 |
|
|
2021
Q1 | $350K | Buy |
+6,327
| New | +$350K | 0.03% | 275 |
|
|
2018
Q2 | – | Sell |
-4,008
| Closed | -$202K | – | 121 |
|
|
2018
Q1 | $202K | Buy |
+4,008
| New | +$202K | 0.06% | 111 |
|