WealthPlan Investment 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
Q2 | – | Sell |
-4,758
| Closed | -$213K | – | 196 |
|
|
2024
Q1 | $213K | Sell |
4,758
-8,334
| -64% | -$373K | 0.03% | 176 |
|
|
2023
Q4 | $567K | Buy |
13,092
+6,361
| +95% | +$275K | 0.09% | 117 |
|
|
2023
Q3 | $223K | Buy |
6,731
+3,448
| +105% | +$114K | 0.04% | 161 |
|
|
2023
Q2 | $108K | Sell |
3,283
-171
| -5% | -$5.65K | 0.03% | 152 |
|
|
2023
Q1 | $125K | Sell |
3,454
-13,004
| -79% | -$469K | 0.02% | 185 |
|
|
2022
Q4 | $808K | Sell |
16,458
-87
| -0.5% | -$4.27K | 0.06% | 193 |
|
|
2022
Q3 | $721K | Buy |
+16,545
| New | +$721K | 0.05% | 194 |
|
|
2022
Q1 | $792K | Buy |
+16,321
| New | +$792K | 0.05% | 193 |
|