SVWAG
Sound View Wealth Advisors Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
12,741
-1,515
| -11% | -$68.6K | 0.04% | 251 |
|
|
2025
Q1 | $602K | Buy |
14,256
+2,401
| +20% | +$101K | 0.05% | 234 |
|
|
2024
Q4 | $567K | Sell |
11,855
-3,097
| -21% | -$148K | 0.05% | 245 |
|
|
2024
Q3 | $684K | Buy |
14,952
+1,274
| +9% | +$58.3K | 0.06% | 225 |
|
|
2024
Q2 | $543K | Buy |
13,678
+2,287
| +20% | +$90.8K | 0.06% | 228 |
|
|
2024
Q1 | $509K | Sell |
11,391
-1,201
| -10% | -$53.7K | 0.05% | 235 |
|
|
2023
Q4 | $545K | Buy |
12,592
+1,967
| +19% | +$85.1K | 0.06% | 224 |
|
|
2023
Q3 | $351K | Sell |
10,625
-760
| -7% | -$25.1K | 0.04% | 267 |
|
|
2023
Q2 | $376K | Buy |
11,385
+1,935
| +20% | +$63.9K | 0.05% | 259 |
|
|
2023
Q1 | $341K | Sell |
9,450
-3,142
| -25% | -$113K | 0.05% | 268 |
|
|
2022
Q4 | $545K | Buy |
+12,592
| New | +$545K | 0.06% | 224 |
|
|
2022
Q3 | – | Sell |
-4,660
| Closed | -$214K | – | 280 |
|
|
2022
Q2 | $214K | Hold |
4,660
| – | – | 0.04% | 262 |
|
|
2022
Q1 | $248K | Hold |
4,660
| – | – | 0.05% | 263 |
|
|
2021
Q4 | $262K | Hold |
4,660
| – | – | 0.05% | 261 |
|
|
2021
Q3 | $277K | Hold |
4,660
| – | – | 0.06% | 242 |
|
|
2021
Q2 | $265K | Sell |
4,660
-55
| -1% | -$3.13K | 0.06% | 246 |
|
|
2021
Q1 | $261K | Buy |
4,715
+46
| +1% | +$2.55K | 0.06% | 236 |
|
|
2020
Q4 | $218K | Buy |
+4,669
| New | +$218K | 0.05% | 238 |
|
|
2020
Q1 | – | Sell |
-5,530
| Closed | -$328K | – | 237 |
|
|
2019
Q4 | $328K | Sell |
5,530
-407
| -7% | -$24.1K | 0.09% | 176 |
|
|
2019
Q3 | $329K | Sell |
5,937
-325
| -5% | -$18K | 0.1% | 180 |
|
|
2019
Q2 | $328K | Buy |
+6,262
| New | +$328K | 0.1% | 181 |
|