True Wealth Design’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
233
+135
| +138% | +$6.11K | ﹤0.01% | 560 |
|
|
2025
Q1 | $4.15K | Sell |
98
-71
| -42% | -$3K | ﹤0.01% | 744 |
|
|
2024
Q4 | $8.09K | Buy |
169
+19
| +13% | +$910 | ﹤0.01% | 453 |
|
|
2024
Q3 | $6.86K | Buy |
+150
| New | +$6.86K | ﹤0.01% | 496 |
|
|
2024
Q1 | – | Sell |
-22,767
| Closed | -$985K | – | 812 |
|
|
2023
Q4 | $985K | Sell |
22,767
-823
| -3% | -$35.6K | 0.28% | 31 |
|
|
2023
Q3 | $780K | Buy |
+23,590
| New | +$780K | 0.26% | 63 |
|
|
2023
Q2 | – | Sell |
-204
| Closed | -$7.36K | – | 866 |
|
|
2023
Q1 | $7.36K | Buy |
+204
| New | +$7.36K | ﹤0.01% | 259 |
|