TPWA
TRUE Private Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
76,631
+2,228
| +3% | +$101K | 0.39% | 44 |
|
|
2025
Q1 | $3.14M | Sell |
74,403
-839
| -1% | -$35.4K | 0.38% | 45 |
|
|
2024
Q4 | $3.6M | Sell |
75,242
-1,594
| -2% | -$76.2K | 0.44% | 43 |
|
|
2024
Q3 | $3.51M | Sell |
76,836
-3,802
| -5% | -$174K | 0.42% | 47 |
|
|
2024
Q2 | $3.2M | Sell |
80,638
-2,018
| -2% | -$80.1K | 0.36% | 47 |
|
|
2024
Q1 | $3.69M | Buy |
82,656
+1,788
| +2% | +$79.9K | 0.42% | 40 |
|
|
2023
Q4 | $3.5M | Sell |
80,868
-277
| -0.3% | -$12K | 0.44% | 40 |
|
|
2023
Q3 | $2.68M | Buy |
81,145
+1,639
| +2% | +$54.2K | 0.37% | 48 |
|
|
2023
Q2 | $2.63M | Buy |
79,506
+15,186
| +24% | +$502K | 0.39% | 46 |
|
|
2023
Q1 | $2.32M | Buy |
64,320
+10,756
| +20% | +$388K | 0.34% | 51 |
|
|
2022
Q4 | $2.34M | Sell |
53,564
-1,349
| -2% | -$58.8K | 0.36% | 47 |
|
|
2022
Q3 | $2.21M | Buy |
54,913
+618
| +1% | +$24.9K | 0.34% | 44 |
|
|
2022
Q2 | $2.5M | Buy |
54,295
+49
| +0.1% | +$2.25K | 0.36% | 47 |
|
|
2022
Q1 | $2.74M | Sell |
54,246
-220
| -0.4% | -$11.1K | 0.39% | 48 |
|
|
2021
Q4 | $3.06M | Buy |
54,466
+360
| +0.7% | +$20.2K | 0.44% | 44 |
|
|
2021
Q3 | $3.24M | Buy |
54,106
+163
| +0.3% | +$9.76K | 0.47% | 39 |
|
|
2021
Q2 | $3.1M | Sell |
53,943
-687
| -1% | -$39.4K | 0.46% | 40 |
|
|
2021
Q1 | $3.05M | Buy |
54,630
+6,401
| +13% | +$357K | 0.49% | 37 |
|
|
2020
Q4 | $2.27M | Sell |
48,229
-228
| -0.5% | -$10.7K | 0.38% | 45 |
|
|
2020
Q3 | $1.76M | Sell |
48,457
-2,453
| -5% | -$88.9K | 0.3% | 58 |
|
|
2020
Q2 | $1.9M | Sell |
50,910
-184
| -0.4% | -$6.85K | 0.35% | 55 |
|
|
2020
Q1 | $1.78M | Sell |
51,094
-4,790
| -9% | -$167K | 0.38% | 48 |
|
|
2019
Q4 | $3.34M | Sell |
55,884
-151
| -0.3% | -$9.01K | 0.51% | 29 |
|
|
2019
Q3 | $3.12M | Buy |
56,035
+2,573
| +5% | +$143K | 0.54% | 28 |
|
|
2019
Q2 | $2.82M | Sell |
53,462
-6,887
| -11% | -$363K | 0.48% | 31 |
|
|
2019
Q1 | $2.93M | Sell |
60,349
-4,063
| -6% | -$197K | 0.56% | 27 |
|
|
2018
Q4 | $2.97M | Sell |
64,412
-180
| -0.3% | -$8.29K | 0.52% | 33 |
|
|
2018
Q3 | $3.43M | Buy |
64,592
+82
| +0.1% | +$4.36K | 0.48% | 45 |
|
|
2018
Q2 | $3.25M | Sell |
64,510
-956
| -1% | -$48.1K | 0.51% | 42 |
|
|
2018
Q1 | $3.33M | Buy |
65,466
+1,923
| +3% | +$97.7K | 0.57% | 38 |
|
|
2017
Q4 | $3.42M | Buy |
63,543
+2,539
| +4% | +$137K | 0.59% | 36 |
|
|
2017
Q3 | $3.29M | Sell |
61,004
-15
| -0% | -$808 | 0.74% | 30 |
|
|
2017
Q2 | $3.19M | Sell |
61,019
-3,614
| -6% | -$189K | 0.74% | 31 |
|
|
2017
Q1 | $3.31M | Sell |
64,633
-391
| -0.6% | -$20K | 0.76% | 23 |
|
|
2016
Q4 | $3.45M | Buy |
65,024
+198
| +0.3% | +$10.5K | 0.84% | 23 |
|
|
2016
Q3 | $2.78M | Sell |
64,826
-1,208
| -2% | -$51.8K | 0.89% | 27 |
|
|
2016
Q2 | $2.66M | Buy |
66,034
+1,493
| +2% | +$60.2K | 0.89% | 26 |
|
|
2016
Q1 | $2.62M | Buy |
+64,541
| New | +$2.62M | 1.02% | 22 |
|