WCFA
Walkner Condon Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
87,145
-1,262
| -1% | -$57.1K | 0.73% | 34 |
|
|
2025
Q1 | $3.73M | Buy |
88,407
+192
| +0.2% | +$8.11K | 0.75% | 30 |
|
|
2024
Q4 | $4.22M | Buy |
88,215
+71
| +0.1% | +$3.4K | 0.86% | 29 |
|
|
2024
Q3 | $4.03M | Buy |
88,144
+66
| +0.1% | +$3.02K | 0.82% | 32 |
|
|
2024
Q2 | $3.5M | Sell |
88,078
-19
| -0% | -$754 | 0.75% | 38 |
|
|
2024
Q1 | $3.94M | Buy |
88,097
+86
| +0.1% | +$3.84K | 0.84% | 35 |
|
|
2023
Q4 | $3.81M | Buy |
88,011
+310
| +0.4% | +$13.4K | 0.87% | 32 |
|
|
2023
Q3 | $2.9M | Buy |
87,701
+1,848
| +2% | +$61.1K | 0.77% | 34 |
|
|
2023
Q2 | $2.84M | Sell |
85,853
-329
| -0.4% | -$10.9K | 0.75% | 34 |
|
|
2023
Q1 | $3.11M | Buy |
86,182
+97
| +0.1% | +$3.5K | 0.87% | 29 |
|
|
2022
Q4 | $3.75M | Sell |
86,085
-83
| -0.1% | -$3.62K | 1.12% | 26 |
|
|
2022
Q3 | $3.47M | Buy |
86,168
+77
| +0.1% | +$3.1K | 1.12% | 25 |
|
|
2022
Q2 | $3.96M | Buy |
86,091
+54
| +0.1% | +$2.49K | 1.24% | 21 |
|
|
2022
Q1 | $4.57M | Buy |
+86,037
| New | +$4.57M | 1.3% | 20 |
|
|
2021
Q4 | – | Sell |
-86,306
| Closed | -$5.13M | – | 168 |
|
|
2021
Q3 | $5.13M | Buy |
86,306
+164
| +0.2% | +$9.75K | 2.53% | 9 |
|
|
2021
Q2 | $4.91M | Buy |
+86,142
| New | +$4.91M | 1.8% | 14 |
|