RWA Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
8,768
-493
| -5% | -$22.3K | 0.01% | 464 |
|
|
2025
Q1 | $391K | Sell |
9,261
-111
| -1% | -$4.69K | ﹤0.01% | 436 |
|
|
2024
Q4 | $448K | Sell |
9,372
-148
| -2% | -$7.08K | 0.01% | 421 |
|
|
2024
Q3 | $435K | Buy |
9,520
+51
| +0.5% | +$2.33K | 0.01% | 419 |
|
|
2024
Q2 | $376K | Buy |
9,469
+26
| +0.3% | +$1.03K | 0.01% | 425 |
|
|
2024
Q1 | $422K | Sell |
9,443
-103
| -1% | -$4.6K | 0.01% | 414 |
|
|
2023
Q4 | $413K | Buy |
+9,546
| New | +$413K | 0.01% | 399 |
|
|
2018
Q3 | – | Sell |
-525
| Closed | -$26K | – | 671 |
|
|
2018
Q2 | $26K | Sell |
525
-1,083
| -67% | -$53.6K | ﹤0.01% | 505 |
|
|
2018
Q1 | $81K | Buy |
+1,608
| New | +$81K | 0.01% | 284 |
|