Thrive Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,327
| Closed | -$360K | – | 219 |
|
|
2023
Q4 | $360K | Sell |
8,327
-2,426
| -23% | -$105K | 0.08% | 125 |
|
|
2023
Q3 | $355K | Buy |
10,753
+348
| +3% | +$11.5K | 0.09% | 115 |
|
|
2023
Q2 | $344K | Sell |
10,405
-2,582
| -20% | -$85.3K | 0.09% | 123 |
|
|
2023
Q1 | $468K | Buy |
12,987
+2,588
| +25% | +$93.3K | 0.12% | 103 |
|
|
2022
Q4 | $454K | Sell |
10,399
-311
| -3% | -$13.6K | 0.13% | 96 |
|
|
2022
Q3 | $432K | Buy |
10,710
+2,348
| +28% | +$94.7K | 0.15% | 89 |
|
|
2022
Q2 | $385K | Sell |
8,362
-15
| -0.2% | -$691 | 0.13% | 97 |
|
|
2022
Q1 | $445K | Sell |
8,377
-809
| -9% | -$43K | 0.13% | 93 |
|
|
2021
Q4 | $516K | Buy |
+9,186
| New | +$516K | 0.18% | 69 |
|