Robertson Stephens Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
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|
2025
Q1 | $875K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $989K | Buy |
|
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $1M | Buy |
|
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.59M | Hold |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $2.03M | Sell |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.89M | Buy |
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|
2019
Q4 | $2.4M | Sell |
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|
2019
Q3 | $2.74M | Buy |
|