Ropes Wealth Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $432K | Hold |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $622K | Sell |
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|
2020
Q3 | $721K | Sell |
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|
2020
Q2 | $776K | Sell |
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|
2020
Q1 | $820K | Buy |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $955K | Buy |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $970K | Buy |
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|
2018
Q1 | $375K | Sell |
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|
2017
Q4 | $502K | Hold |
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|
2017
Q3 | $502K | Sell |
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|
2017
Q2 | $655K | Buy |
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|
2017
Q1 | $549K | Hold |
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|
2016
Q4 | $547K | Buy |
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|
2016
Q3 | $419K | Sell |
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|
2016
Q2 | $397K | Buy |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $11K | Sell |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $15K | Buy |
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