Smith Salley 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
Q3 | $669K | Sell |
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|
2025
Q2 | $632K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $3.19M | Buy |
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|
2022
Q1 | $3.55M | Sell |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.62M | Buy |
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|
2021
Q1 | $3.48M | Buy |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $8.64M | Buy |
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|
2020
Q2 | $8.61M | Buy |
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|
2020
Q1 | $7.57M | Buy |
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|
2019
Q4 | $13M | Buy |
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|
2019
Q3 | $11.8M | Buy |
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|
2019
Q2 | $10.7M | Buy |
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|
2019
Q1 | $9.4M | Buy |
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|
2018
Q4 | $6.75M | Sell |
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|
2018
Q3 | $10.6M | Buy |
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|
2018
Q2 | $10M | Buy |
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|
2018
Q1 | $9.66M | Buy |
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