Ulland Investment Advisors’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 | $56K | Hold |
1,242
| – | – | 0.04% | 107 |
|
|
2025
Q1 | $52K | Hold |
1,242
| – | – | 0.04% | 108 |
|
|
2024
Q4 | $59K | Hold |
1,242
| – | – | 0.04% | 108 |
|
|
2024
Q3 | $57K | Hold |
1,242
| – | – | 0.04% | 103 |
|
|
2024
Q2 | $49K | Hold |
1,242
| – | – | 0.03% | 112 |
|
|
2024
Q1 | $56K | Hold |
1,242
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $54K | Hold |
1,242
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $41K | Hold |
1,242
| – | – | 0.05% | 109 |
|
|
2023
Q2 | $41K | Sell |
1,242
-450
| -27% | -$14.9K | 0.04% | 109 |
|
|
2023
Q1 | $61K | Hold |
1,692
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $74K | Hold |
1,692
| – | – | 0.09% | 78 |
|
|
2022
Q3 | $68K | Hold |
1,692
| – | – | 0.07% | 78 |
|
|
2022
Q2 | $78K | Hold |
1,692
| – | – | 0.08% | 78 |
|
|
2022
Q1 | $90K | Hold |
1,692
| – | – | 0.07% | 80 |
|
|
2021
Q4 | $95K | Buy |
+1,692
| New | +$95K | 0.06% | 83 |
|