WD Rutherford’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 | $3.44M | Sell |
76,070
-8,144
| -10% | -$369K | 1.58% | 27 |
|
|
2025
Q1 | $3.25M | Buy |
84,214
+133
| +0.2% | +$5.14K | 1.73% | 26 |
|
|
2024
Q4 | $4.02M | Sell |
84,081
-2,694
| -3% | -$129K | 1.91% | 20 |
|
|
2024
Q3 | $3.97M | Buy |
86,775
+2,159
| +3% | +$98.7K | 1.94% | 20 |
|
|
2024
Q2 | $3.36M | Buy |
84,616
+1,056
| +1% | +$41.9K | 1.69% | 26 |
|
|
2024
Q1 | $3.74M | Buy |
83,560
+6,060
| +8% | +$271K | 1.93% | 22 |
|
|
2023
Q4 | $3.24M | Sell |
77,500
-2,390
| -3% | -$99.9K | 1.88% | 23 |
|
|
2023
Q3 | $2.64M | Buy |
79,890
+67,160
| +528% | +$2.22M | 1.81% | 29 |
|
|
2023
Q2 | $421K | Buy |
+12,730
| New | +$421K | 0.27% | 62 |
|
|
2023
Q1 | – | Sell |
-1,825
| Closed | -$79.6K | – | 122 |
|
|
2022
Q4 | $79.6K | Hold |
1,825
| – | – | 0.06% | 86 |
|
|
2022
Q3 | $74K | Sell |
1,825
-40
| -2% | -$1.62K | 0.06% | 90 |
|
|
2022
Q2 | $86K | Hold |
1,865
| – | – | 0.07% | 79 |
|
|
2022
Q1 | $99K | Hold |
1,865
| – | – | 0.06% | 93 |
|
|
2021
Q4 | $105K | Hold |
1,865
| – | – | 0.05% | 93 |
|
|
2021
Q3 | $111K | Sell |
1,865
-200
| -10% | -$11.9K | 0.06% | 92 |
|
|
2021
Q2 | $118K | Buy |
2,065
+340
| +20% | +$19.4K | 0.07% | 88 |
|
|
2021
Q1 | $95K | Buy |
1,725
+205
| +13% | +$11.3K | 0.06% | 91 |
|
|
2020
Q4 | $71K | Buy |
+1,520
| New | +$71K | 0.04% | 92 |
|