WBH Advisory’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,377
| Closed | -$246K | – | 328 |
|
|
2021
Q4 | $246K | Buy |
4,377
+101
| +2% | +$5.68K | 0.03% | 291 |
|
|
2021
Q3 | $254K | Hold |
4,276
| – | – | 0.03% | 263 |
|
|
2021
Q2 | $240K | Sell |
4,276
-122
| -3% | -$6.85K | 0.04% | 249 |
|
|
2021
Q1 | $243K | Buy |
+4,398
| New | +$243K | 0.04% | 248 |
|
|
2015
Q2 | – | Sell |
-4,613
| Closed | -$201 | – | 208 |
|
|
2015
Q1 | $201 | Sell |
4,613
-99
| -2% | -$4 | 0.06% | 208 |
|
|
2014
Q4 | $211K | Buy |
+4,712
| New | +$211K | 0.08% | 196 |
|
|
2014
Q3 | – | Sell |
-4,711
| Closed | -$204K | – | 217 |
|
|
2014
Q2 | $204K | Sell |
4,711
-149
| -3% | -$6.45K | 0.08% | 204 |
|
|
2014
Q1 | $208K | Buy |
+4,860
| New | +$208K | 0.08% | 203 |
|