Waverly Advisors’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
Q2 | $2.55M | Buy |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $456K | Sell |
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|
2018
Q2 | $437K | Hold |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $349K | Sell |
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|
2017
Q2 | $357K | Sell |
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|
2017
Q1 | $437K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $407K | Hold |
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|
2014
Q2 | $422K | Hold |
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|
2014
Q1 | $417K | Sell |
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|
2013
Q4 | $451K | Buy |
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|
2013
Q3 | $52K | Buy |
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