Simplicity Wealth’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 | $680K | Buy |
15,022
+10,159
| +209% | +$460K | 0.03% | 396 |
|
|
2025
Q1 | $205K | Buy |
+4,863
| New | +$205K | 0.02% | 524 |
|
|
2024
Q3 | – | Sell |
-40,727
| Closed | -$1.62M | – | 1170 |
|
|
2024
Q2 | $1.62M | Sell |
40,727
-7,193
| -15% | -$286K | 0.04% | 394 |
|
|
2024
Q1 | $2.14M | Buy |
+47,920
| New | +$2.14M | 0.05% | 340 |
|