Ullmann Wealth Partners Group’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $609K | Buy |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $516K | Hold |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $604K | Hold |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $222K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Hold |
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|
2018
Q2 | $209K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $232K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $217K | Buy |
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|
2017
Q1 | $9K | Buy |
|