Wallace Advisory Group’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 | $557K | Buy |
13,190
+93
| +0.7% | +$3.93K | 0.4% | 71 |
|
|
2025
Q1 | $626K | Sell |
13,097
-335
| -2% | -$16K | 0.43% | 60 |
|
|
2024
Q4 | $614K | Buy |
13,432
+618
| +5% | +$28.3K | 0.42% | 61 |
|
|
2024
Q3 | $509K | Hold |
12,814
| – | – | 0.37% | 63 |
|
|
2024
Q2 | $509K | Sell |
12,814
-883
| -6% | -$35.1K | 0.37% | 64 |
|
|
2024
Q1 | $593K | Sell |
13,697
-1,937
| -12% | -$83.8K | 0.45% | 57 |
|
|
2023
Q4 | $517K | Buy |
15,634
+4,858
| +45% | +$161K | 0.4% | 60 |
|
|
2023
Q3 | $356K | Sell |
10,776
-38
| -0.4% | -$1.26K | 0.26% | 102 |
|
|
2023
Q2 | $390K | Hold |
10,814
| – | – | 0.3% | 95 |
|
|
2023
Q1 | $390K | Buy |
10,814
+1,642
| +18% | +$59.2K | 0.3% | 95 |
|
|
2022
Q4 | $400K | Buy |
+9,172
| New | +$400K | 0.32% | 90 |
|