Waverton Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $844K | Sell |
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|
2019
Q2 | $907K | Buy |
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|
2019
Q1 | $804K | Buy |
|
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|
2018
Q4 | $755K | Buy |
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|
2018
Q3 | $824K | Sell |
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|
2018
Q2 | $966K | Sell |
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|
2018
Q1 | $71.8M | Sell |
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|
2017
Q4 | $77.6M | Buy |
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|
2017
Q3 | $74.4M | Buy |
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|
2017
Q2 | $54.6M | Buy |
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|
2017
Q1 | $51.5M | Buy |
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|
2016
Q4 | $34.6M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3.53M | Buy |
|