Waldron Private Wealth’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 | $219K | Sell |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $630K | Buy |
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|
2024
Q2 | $534K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $584K | Hold |
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|
2022
Q3 | $584K | Buy |
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|
2022
Q2 | $655K | Sell |
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|
2022
Q1 | $770K | Sell |
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|
2021
Q4 | $824K | Buy |
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|
2021
Q3 | $837K | Buy |
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|
2021
Q2 | $469K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $353K | Sell |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $4.31M | Buy |
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|
2019
Q3 | $4M | Buy |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $317K | Buy |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $323K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $351K | Hold |
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|
2016
Q2 | $330K | Sell |
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|
2016
Q1 | $340K | Buy |
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|
2015
Q4 | $304K | Sell |
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|
2015
Q3 | $375K | Buy |
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