Sheets Smith 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 | – | Sell |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $2.24M | Hold |
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|
2019
Q3 | $2.09M | Sell |
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|
2019
Q2 | $2.11M | Hold |
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|
2019
Q1 | $1.94M | Sell |
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|
2018
Q4 | $1.87M | Sell |
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|
2018
Q3 | $2.16M | Hold |
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|
2018
Q2 | $2.05M | Sell |
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|
2018
Q1 | $2.28M | Sell |
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|
2017
Q4 | $2.49M | Sell |
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|
2017
Q3 | $2.57M | Sell |
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|
2017
Q2 | $2.51M | Hold |
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|
2017
Q1 | $2.49M | Sell |
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|
2016
Q4 | $4.21M | Sell |
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|
2016
Q3 | $3.56M | Buy |
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|
2016
Q2 | $3.3M | Sell |
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|
2016
Q1 | $3.34M | Hold |
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|
2015
Q4 | $3.52M | Buy |
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|
2015
Q3 | $3.35M | Buy |
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|
2015
Q2 | $3.47M | Sell |
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|
2015
Q1 | $3.63M | Sell |
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|
2014
Q4 | $4.68M | Hold |
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|
2014
Q3 | $4.36M | Hold |
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|
2014
Q2 | $4.51M | Hold |
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|
2014
Q1 | $4.47M | Sell |
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|
2013
Q4 | $4.29M | Buy |
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|
2013
Q3 | $3.7M | Sell |
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|
2013
Q2 | $3.68M | Buy |
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