TWM
Tradition Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
55,496
-965
| -2% | -$43.7K | 0.2% | 100 |
|
|
2025
Q1 | $2.38M | Sell |
56,461
-507
| -0.9% | -$21.4K | 0.21% | 100 |
|
|
2024
Q4 | $2.72M | Sell |
56,968
-267
| -0.5% | -$12.8K | 0.24% | 87 |
|
|
2024
Q3 | $2.62M | Buy |
57,235
+863
| +2% | +$39.5K | 0.23% | 90 |
|
|
2024
Q2 | $2.24M | Buy |
56,372
+5,272
| +10% | +$209K | 0.22% | 94 |
|
|
2024
Q1 | $2.28M | Sell |
51,100
-6,130
| -11% | -$274K | 0.23% | 88 |
|
|
2023
Q4 | $2.48M | Buy |
57,230
+12,862
| +29% | +$557K | 0.26% | 70 |
|
|
2023
Q3 | $1.47M | Sell |
44,368
-1,127
| -2% | -$37.3K | 0.17% | 102 |
|
|
2023
Q2 | $1.5M | Sell |
45,495
-5,511
| -11% | -$182K | 0.18% | 99 |
|
|
2023
Q1 | $1.84M | Sell |
51,006
-1,205
| -2% | -$43.4K | 0.23% | 82 |
|
|
2022
Q4 | $2.28M | Sell |
52,211
-2,731
| -5% | -$119K | 0.32% | 65 |
|
|
2022
Q3 | $2.22M | Sell |
54,942
-2,080
| -4% | -$83.9K | 0.33% | 69 |
|
|
2022
Q2 | $2.62M | Sell |
57,022
-106
| -0.2% | -$4.88K | 0.38% | 66 |
|
|
2022
Q1 | $3.04M | Sell |
57,128
-1,081
| -2% | -$57.4K | 0.39% | 65 |
|
|
2021
Q4 | $3.27M | Sell |
58,209
-833
| -1% | -$46.8K | 0.41% | 65 |
|
|
2021
Q3 | $3.51M | Sell |
59,042
-492
| -0.8% | -$29.2K | 0.5% | 56 |
|
|
2021
Q2 | $3.39M | Sell |
59,534
-116
| -0.2% | -$6.61K | 0.51% | 54 |
|
|
2021
Q1 | $3.3M | Buy |
59,650
+965
| +2% | +$53.4K | 0.57% | 58 |
|
|
2020
Q4 | $2.73M | Buy |
+58,685
| New | +$2.73M | 0.53% | 53 |
|