Wealth Enhancement Advisory Services’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Sell |
809,299
-43,168
| -5% | -$2.07M | 0.06% | 271 |
|
|
2025
Q1 | $36M | Sell |
852,467
-171,135
| -17% | -$7.23M | 0.07% | 263 |
|
|
2024
Q4 | $49M | Buy |
1,023,602
+190,441
| +23% | +$9.11M | 0.09% | 208 |
|
|
2024
Q3 | $38.1M | Sell |
833,161
-5,509
| -0.7% | -$252K | 0.08% | 230 |
|
|
2024
Q2 | $33.3M | Sell |
838,670
-27,412
| -3% | -$1.09M | 0.08% | 240 |
|
|
2024
Q1 | $38.7M | Buy |
866,082
+272,028
| +46% | +$12.2M | 0.1% | 206 |
|
|
2023
Q4 | $25.7M | Sell |
594,054
-30,996
| -5% | -$1.34M | 0.07% | 250 |
|
|
2023
Q3 | $20.7M | Buy |
625,050
+510,903
| +448% | +$16.9M | 0.07% | 276 |
|
|
2023
Q2 | $3.77M | Buy |
114,147
+61,755
| +118% | +$2.04M | 0.04% | 148 |
|
|
2023
Q1 | $1.89M | Buy |
+52,392
| New | +$1.89M | 0.02% | 233 |
|
|
2022
Q4 | – | Sell |
-34,269
| Closed | -$1.38M | – | 369 |
|
|
2022
Q3 | $1.38M | Sell |
34,269
-54,567
| -61% | -$2.19M | 0.02% | 204 |
|
|
2022
Q2 | $4.13M | Buy |
88,836
+46,128
| +108% | +$2.15M | 0.06% | 147 |
|
|
2022
Q1 | $2.25M | Buy |
42,708
+2,324
| +6% | +$122K | 0.03% | 185 |
|
|
2021
Q4 | $2.35M | Buy |
+40,384
| New | +$2.35M | 0.03% | 163 |
|