SIM
Studio Investment Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
29,873
-6,176
| -17% | -$283K | 0.27% | 59 |
|
|
2025
Q1 | $1.54M | Sell |
36,049
-2,787
| -7% | -$119K | 0.32% | 58 |
|
|
2024
Q4 | $1.88M | Sell |
38,836
-992
| -2% | -$47.9K | 0.4% | 60 |
|
|
2024
Q3 | $1.84M | Sell |
39,828
-2,075
| -5% | -$95.9K | 0.39% | 60 |
|
|
2024
Q2 | $1.7M | Sell |
41,903
-27
| -0.1% | -$1.1K | 0.39% | 59 |
|
|
2024
Q1 | $1.89M | Sell |
41,930
-1,096
| -3% | -$49.5K | 0.45% | 57 |
|
|
2023
Q4 | $1.86M | Sell |
43,026
-8,594
| -17% | -$372K | 0.48% | 57 |
|
|
2023
Q3 | $1.73M | Buy |
51,620
+31,280
| +154% | +$1.05M | 0.48% | 55 |
|
|
2023
Q2 | $681K | Buy |
+20,340
| New | +$681K | 0.19% | 64 |
|