SVB Wealth’s United States Oil Fund USO 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 | $24.4K | Sell |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $905K | Hold |
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|
2022
Q4 | $955K | Buy |
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|
2022
Q3 | $816K | Hold |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $927K | Hold |
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|
2021
Q4 | $680K | Hold |
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|
2021
Q3 | $657K | Sell |
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|
2021
Q2 | $662K | Buy |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $354K | Buy |
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