TPCW
TD Private Client Wealth’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Sell |
201,114
-2,570
| -1% | -$116K | 0.22% | 71 |
|
|
2025
Q1 | $8.6M | Buy |
203,684
+5,633
| +3% | +$238K | 0.24% | 70 |
|
|
2024
Q4 | $9.47M | Sell |
198,051
-2,606
| -1% | -$125K | 0.26% | 66 |
|
|
2024
Q3 | $9.18M | Buy |
200,657
+13,578
| +7% | +$621K | 0.26% | 65 |
|
|
2024
Q2 | $7.43M | Buy |
187,079
+4,979
| +3% | +$198K | 0.23% | 71 |
|
|
2024
Q1 | $8.14M | Sell |
182,100
-6,498
| -3% | -$290K | 0.27% | 65 |
|
|
2023
Q4 | $8.16M | Sell |
188,598
-33,110
| -15% | -$1.43M | 0.3% | 61 |
|
|
2023
Q3 | $7.33M | Sell |
221,708
-1,256
| -0.6% | -$41.5K | 0.32% | 58 |
|
|
2023
Q2 | $7.37M | Buy |
222,964
+7,579
| +4% | +$250K | 0.32% | 62 |
|
|
2023
Q1 | $7.76M | Buy |
215,385
+30,620
| +17% | +$1.1M | 0.35% | 51 |
|
|
2022
Q4 | $8.06M | Sell |
184,765
-1,360
| -0.7% | -$59.3K | 0.38% | 47 |
|
|
2022
Q3 | $7.5M | Buy |
186,125
+19,727
| +12% | +$795K | 0.38% | 50 |
|
|
2022
Q2 | $7.66M | Buy |
166,398
+29,913
| +22% | +$1.38M | 0.37% | 50 |
|
|
2022
Q1 | $7.25M | Buy |
136,485
+9,053
| +7% | +$481K | 0.31% | 68 |
|
|
2021
Q4 | $7.16M | Sell |
127,432
-7,270
| -5% | -$408K | 0.3% | 70 |
|
|
2021
Q3 | $8.01M | Buy |
134,702
+18,272
| +16% | +$1.09M | 0.34% | 65 |
|
|
2021
Q2 | $6.63M | Buy |
116,430
+1,645
| +1% | +$93.7K | 0.28% | 79 |
|
|
2021
Q1 | $6.35M | Buy |
114,785
+61,383
| +115% | +$3.4M | 0.3% | 74 |
|
|
2020
Q4 | $2.49M | Sell |
53,402
-15,710
| -23% | -$732K | 0.13% | 176 |
|
|
2020
Q3 | $2.48M | Sell |
69,112
-2,905
| -4% | -$104K | 0.14% | 162 |
|
|
2020
Q2 | $2.65M | Buy |
72,017
+12,354
| +21% | +$455K | 0.15% | 145 |
|
|
2020
Q1 | $2.06M | Buy |
59,663
+9,044
| +18% | +$312K | 0.15% | 146 |
|
|
2019
Q4 | $3M | Buy |
+50,619
| New | +$3M | 0.18% | 135 |
|