WealthPLAN Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $809K | Buy |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $932K | Buy |
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|
2021
Q3 | $915K | Sell |
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|
2021
Q2 | $934K | Buy |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $522K | Buy |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $821K | Buy |
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|
2019
Q3 | $823K | Sell |
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|
2019
Q2 | $833K | Buy |
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|
2019
Q1 | $711K | Buy |
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|
2018
Q4 | $718K | Buy |
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|
2018
Q3 | $698K | Sell |
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|
2018
Q2 | $652K | Hold |
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|
2018
Q1 | $658K | Sell |
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|
2017
Q4 | $722K | Buy |
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|
2017
Q3 | $722K | Buy |
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|
2017
Q2 | $694K | Buy |
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|
2017
Q1 | $28.2K | Buy |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $345K | Buy |
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|
2015
Q4 | $237K | Buy |
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|
2015
Q2 | $267K | Buy |
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|
2015
Q1 | $64K | Buy |
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