WealthPLAN 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 | $567K | Buy |
12,522
+5
| +0% | +$226 | 0.09% | 161 |
|
|
2025
Q1 | $528K | Buy |
12,517
+227
| +2% | +$9.58K | 0.07% | 163 |
|
|
2024
Q4 | $588K | Buy |
12,290
+14
| +0.1% | +$670 | 0.08% | 158 |
|
|
2024
Q3 | $561K | Buy |
12,276
+463
| +4% | +$21.2K | 0.08% | 170 |
|
|
2024
Q2 | $469K | Buy |
11,813
+35
| +0.3% | +$1.39K | 0.05% | 210 |
|
|
2024
Q1 | $526K | Sell |
11,778
-8,235
| -41% | -$368K | 0.05% | 202 |
|
|
2023
Q4 | $866K | Buy |
20,013
+6,491
| +48% | +$281K | 0.09% | 165 |
|
|
2023
Q3 | $447K | Buy |
13,522
+3
| +0% | +$99 | 0.05% | 217 |
|
|
2023
Q2 | $447K | Buy |
13,519
+9
| +0.1% | +$297 | 0.06% | 201 |
|
|
2023
Q1 | $487K | Sell |
13,510
-2,948
| -18% | -$106K | 0.06% | 204 |
|
|
2022
Q4 | $809K | Buy |
+16,458
| New | +$809K | 0.06% | 193 |
|
|
2022
Q1 | $792K | Buy |
16,321
+321
| +2% | +$15.6K | 0.05% | 193 |
|
|
2021
Q4 | $932K | Buy |
16,000
+150
| +0.9% | +$8.74K | 0.06% | 183 |
|
|
2021
Q3 | $915K | Sell |
15,850
-50
| -0.3% | -$2.89K | 0.06% | 175 |
|
|
2021
Q2 | $934K | Buy |
15,900
+1,163
| +8% | +$68.3K | 0.07% | 155 |
|
|
2021
Q1 | $893K | Buy |
14,737
+1,100
| +8% | +$66.7K | 0.07% | 156 |
|
|
2020
Q4 | $632K | Buy |
13,637
+1
| +0% | +$46 | 0.05% | 185 |
|
|
2020
Q3 | $584K | Sell |
13,636
-339
| -2% | -$14.5K | 0.06% | 178 |
|
|
2020
Q2 | $522K | Buy |
13,975
+112
| +0.8% | +$4.18K | 0.05% | 182 |
|
|
2020
Q1 | $432K | Sell |
13,863
-1,106
| -7% | -$34.5K | 0.06% | 167 |
|
|
2019
Q4 | $821K | Buy |
14,969
+918
| +7% | +$50.3K | 0.1% | 123 |
|
|
2019
Q3 | $823K | Sell |
14,051
-1,717
| -11% | -$101K | 0.11% | 121 |
|
|
2019
Q2 | $833K | Buy |
15,768
+1,769
| +13% | +$93.5K | 0.13% | 115 |
|
|
2019
Q1 | $711K | Buy |
13,999
+5
| +0% | +$254 | 0.11% | 128 |
|
|
2018
Q4 | $718K | Buy |
13,994
+1,094
| +8% | +$56.1K | 0.12% | 123 |
|
|
2018
Q3 | $698K | Sell |
12,900
-119
| -0.9% | -$6.44K | 0.13% | 119 |
|
|
2018
Q2 | $652K | Hold |
13,019
| – | – | 0.13% | 123 |
|
|
2018
Q1 | $658K | Sell |
13,019
-457
| -3% | -$23.1K | 0.14% | 120 |
|
|
2017
Q4 | $722K | Buy |
13,476
+5
| +0% | +$268 | 0.19% | 104 |
|
|
2017
Q3 | $722K | Buy |
13,471
+105
| +0.8% | +$5.63K | 0.2% | 91 |
|
|
2017
Q2 | $694K | Buy |
13,366
+12,814
| +2,321% | +$665K | 0.2% | 87 |
|
|
2017
Q1 | $28.2K | Buy |
+552
| New | +$28.2K | 0.1% | 151 |
|
|
2016
Q3 | $351K | Sell |
8,194
-9,859
| -55% | -$422K | 0.11% | 106 |
|
|
2016
Q2 | $345K | Buy |
+18,053
| New | +$345K | 0.04% | 264 |
|
|
2015
Q4 | $237K | Buy |
+25,591
| New | +$237K | 0.04% | 238 |
|
|
2015
Q2 | $267K | Buy |
6,144
+4,686
| +321% | +$204K | 0.12% | 79 |
|
|
2015
Q1 | $64K | Buy |
+1,458
| New | +$64K | 0.03% | 216 |
|