Wealthcare Advisory Partners’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 | $1.57M | Buy |
34,756
+362
| +1% | +$16.4K | 0.04% | 379 |
|
|
2025
Q1 | $1.45M | Sell |
34,394
-127
| -0.4% | -$5.36K | 0.04% | 363 |
|
|
2024
Q4 | $1.65M | Buy |
34,521
+6
| +0% | +$287 | 0.05% | 314 |
|
|
2024
Q3 | $1.58M | Buy |
34,515
+9,118
| +36% | +$417K | 0.05% | 313 |
|
|
2024
Q2 | $1.01M | Buy |
25,397
+1,567
| +7% | +$62.2K | 0.03% | 380 |
|
|
2024
Q1 | $1.07M | Sell |
23,830
-5,995
| -20% | -$268K | 0.03% | 343 |
|
|
2023
Q4 | $1.29M | Sell |
29,825
-436
| -1% | -$18.9K | 0.05% | 263 |
|
|
2023
Q3 | $1M | Sell |
30,261
-757
| -2% | -$25K | 0.05% | 277 |
|
|
2023
Q2 | $1.02M | Buy |
31,018
+589
| +2% | +$19.5K | 0.05% | 283 |
|
|
2023
Q1 | $1.1M | Sell |
30,429
-869
| -3% | -$31.3K | 0.05% | 272 |
|
|
2022
Q4 | $1.36M | Buy |
31,298
+1,340
| +4% | +$58.4K | 0.07% | 221 |
|
|
2022
Q3 | $1.21M | Buy |
29,958
+609
| +2% | +$24.6K | 0.07% | 211 |
|
|
2022
Q2 | $1.35M | Sell |
29,349
-393
| -1% | -$18.1K | 0.08% | 166 |
|
|
2022
Q1 | $1.58M | Buy |
29,742
+438
| +1% | +$23.3K | 0.1% | 128 |
|
|
2021
Q4 | $1.65M | Buy |
29,304
+8,022
| +38% | +$451K | 0.1% | 123 |
|
|
2021
Q3 | $1.27M | Buy |
21,282
+418
| +2% | +$24.8K | 0.08% | 155 |
|
|
2021
Q2 | $1.19M | Sell |
20,864
-5
| -0% | -$285 | 0.08% | 169 |
|
|
2021
Q1 | $1.15M | Buy |
20,869
+108
| +0.5% | +$5.97K | 0.08% | 156 |
|
|
2020
Q4 | $967K | Buy |
20,761
+18
| +0.1% | +$838 | 0.09% | 154 |
|
|
2020
Q3 | $744K | Buy |
20,743
+3
| +0% | +$108 | 0.08% | 153 |
|
|
2020
Q2 | $764K | Sell |
20,740
-375
| -2% | -$13.8K | 0.1% | 123 |
|
|
2020
Q1 | $727K | Sell |
21,115
-1,554
| -7% | -$53.5K | 0.11% | 116 |
|
|
2019
Q4 | $1.34M | Buy |
22,669
+18,899
| +501% | +$1.12M | 0.17% | 79 |
|
|
2019
Q3 | $209K | Buy |
3,770
+2,880
| +324% | +$160K | 0.03% | 266 |
|
|
2019
Q2 | $47K | Buy |
890
+128
| +17% | +$6.76K | 0.01% | 521 |
|
|
2019
Q1 | $37K | Buy |
762
+2
| +0.3% | +$97 | 0.01% | 526 |
|
|
2018
Q4 | $35K | Sell |
760
-101
| -12% | -$4.65K | 0.01% | 506 |
|
|
2018
Q3 | $45K | Buy |
861
+2
| +0.2% | +$105 | 0.01% | 492 |
|
|
2018
Q2 | $43K | Sell |
859
-154
| -15% | -$7.71K | 0.01% | 492 |
|
|
2018
Q1 | $51K | Sell |
1,013
-2,207
| -69% | -$111K | 0.01% | 394 |
|
|
2017
Q4 | $173K | Buy |
3,220
+1,511
| +88% | +$81.2K | 0.04% | 194 |
|
|
2017
Q3 | $92K | Buy |
+1,709
| New | +$92K | 0.03% | 223 |
|