WealthBridge Capital Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,530
| Closed | -$629K | – | 197 |
|
|
2023
Q4 | $629K | Buy |
14,530
+502
| +4% | +$21.7K | 0.24% | 79 |
|
|
2023
Q3 | $464K | Buy |
+14,028
| New | +$464K | 0.19% | 92 |
|
|
2019
Q2 | – | Sell |
-1,850
| Closed | -$96K | – | 831 |
|
|
2019
Q1 | $96K | Buy |
1,850
+212
| +13% | +$11K | 0.06% | 196 |
|
|
2018
Q4 | $75K | Buy |
+1,638
| New | +$75K | 0.06% | 200 |
|