Vise Technologies’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 | $1.26M | Buy |
+27,787
| New | +$1.26M | 0.05% | 375 |
|
2024
Q4 | $703K | Buy |
14,704
+6,430
| +78% | +$308K | 0.06% | 335 |
|
2024
Q3 | $378K | Buy |
8,274
+1,941
| +31% | +$88.8K | 0.05% | 378 |
|
2024
Q2 | $251K | Buy |
+6,333
| New | +$251K | 0.04% | 348 |
|
2023
Q2 | – | Sell |
-6,563
| Closed | -$237K | – | 372 |
|
2023
Q1 | $237K | Sell |
6,563
-4,453
| -40% | -$161K | 0.06% | 293 |
|
2022
Q4 | $480K | Buy |
11,016
+4,338
| +65% | +$189K | 0.15% | 153 |
|
2022
Q3 | $269K | Buy |
6,678
+855
| +15% | +$34.4K | 0.1% | 228 |
|
2022
Q2 | $268K | Buy |
+5,823
| New | +$268K | 0.1% | 225 |
|