Wealthquest’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
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2019
Q4 | $409K | Hold |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $371K | Buy |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $320K | Buy |
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|
2015
Q3 | $271K | Hold |
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|
2015
Q2 | $287K | Hold |
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|
2015
Q1 | $289K | Sell |
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|
2014
Q4 | $315K | Buy |
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