WAOTB
Wealth Advisors of Tampa Bay’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-84,971
| Closed | -$3.68M | – | 86 |
|
|
2023
Q4 | $3.68M | Sell |
84,971
-91,057
| -52% | -$3.94M | 1.85% | 20 |
|
|
2023
Q3 | $5.82M | Buy |
176,028
+87,634
| +99% | +$2.9M | 1.6% | 27 |
|
|
2023
Q2 | $2.92M | Buy |
88,394
+8,040
| +10% | +$266K | 1.6% | 30 |
|
|
2023
Q1 | $2.9M | Buy |
80,354
+3,465
| +5% | +$125K | 1.66% | 30 |
|
|
2022
Q4 | $3.35M | Sell |
76,889
-13,265
| -15% | -$578K | 2.08% | 19 |
|
|
2022
Q3 | $3.64M | Sell |
90,154
-86,174
| -49% | -$3.47M | 2.49% | 12 |
|
|
2022
Q2 | $8.12M | Buy |
176,328
+1,590
| +0.9% | +$73.2K | 2.51% | 11 |
|
|
2022
Q1 | $9.29M | Sell |
174,738
-700
| -0.4% | -$37.2K | 2.51% | 6 |
|
|
2021
Q4 | $9.85M | Buy |
175,438
+90,813
| +107% | +$5.1M | 2.42% | 6 |
|
|
2021
Q3 | $5.03M | Buy |
84,625
+406
| +0.5% | +$24.1K | 2.78% | 4 |
|
|
2021
Q2 | $4.8M | Sell |
84,219
-635
| -0.7% | -$36.2K | 2.67% | 4 |
|
|
2021
Q1 | $4.69M | Buy |
84,854
+2,823
| +3% | +$156K | 2.78% | 3 |
|
|
2020
Q4 | $3.82M | Sell |
82,031
-4,395
| -5% | -$205K | 2.66% | 5 |
|
|
2020
Q3 | $3.1M | Buy |
86,426
+4,146
| +5% | +$149K | 2.3% | 11 |
|
|
2020
Q2 | $3.03M | Buy |
82,280
+11,505
| +16% | +$424K | 2.53% | 10 |
|
|
2020
Q1 | $2.44M | Buy |
70,775
+800
| +1% | +$27.6K | 2.73% | 11 |
|
|
2019
Q4 | $4.15M | Sell |
69,975
-460
| -0.7% | -$27.3K | 3.82% | 2 |
|
|
2019
Q3 | $3.9M | Sell |
70,435
-8,000
| -10% | -$443K | 3.23% | 4 |
|
|
2019
Q2 | $4.11M | Buy |
+78,435
| New | +$4.11M | 2.98% | 5 |
|