SWM
Sculati Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
6,113
| – | – | 0.1% | 106 |
|
|
2025
Q1 | $258K | Hold |
6,113
| – | – | 0.1% | 97 |
|
|
2024
Q4 | $292K | Hold |
6,113
| – | – | 0.12% | 97 |
|
|
2024
Q3 | $280K | Hold |
6,113
| – | – | 0.11% | 97 |
|
|
2024
Q2 | $243K | Hold |
6,113
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $273K | Sell |
6,113
-495
| -7% | -$22.1K | 0.12% | 91 |
|
|
2023
Q4 | $286K | Hold |
6,608
| – | – | 0.13% | 90 |
|
|
2023
Q3 | $218K | Hold |
6,608
| – | – | 0.11% | 96 |
|
|
2023
Q2 | $218K | Hold |
6,608
| – | – | 0.11% | 96 |
|
|
2023
Q1 | $238K | Hold |
6,608
| – | – | 0.13% | 99 |
|
|
2022
Q4 | $288K | Hold |
6,608
| – | – | 0.16% | 86 |
|
|
2022
Q3 | $266K | Hold |
6,608
| – | – | 0.16% | 98 |
|
|
2022
Q2 | $304K | Hold |
6,608
| – | – | 0.17% | 93 |
|
|
2022
Q1 | $351K | Hold |
6,608
| – | – | 0.17% | 90 |
|
|
2021
Q4 | $371K | Hold |
6,608
| – | – | 0.18% | 89 |
|
|
2021
Q3 | $393K | Hold |
6,608
| – | – | 0.21% | 89 |
|
|
2021
Q2 | $376K | Hold |
6,608
| – | – | 0.2% | 90 |
|
|
2021
Q1 | $365K | Hold |
6,608
| – | – | 0.21% | 92 |
|
|
2020
Q4 | $308K | Hold |
6,608
| – | – | 0.2% | 87 |
|
|
2020
Q3 | $237K | Sell |
6,608
-300
| -4% | -$10.8K | 0.18% | 93 |
|
|
2020
Q2 | $254K | Hold |
6,908
| – | – | 0.21% | 82 |
|
|
2020
Q1 | $238K | Hold |
6,908
| – | – | 0.26% | 78 |
|
|
2019
Q4 | $410K | Buy |
+6,908
| New | +$410K | 0.37% | 67 |
|