Wealthquest’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 | $1.13M | Buy |
25,054
+70
| +0.3% | +$3.17K | 0.09% | 46 |
|
|
2025
Q1 | $1.05M | Sell |
24,984
-1,025
| -4% | -$43.3K | 0.09% | 47 |
|
|
2024
Q4 | $1.24M | Sell |
26,009
-86
| -0.3% | -$4.11K | 0.1% | 44 |
|
|
2024
Q3 | $1.16M | Buy |
+26,095
| New | +$1.16M | 0.1% | 46 |
|
|
2022
Q3 | – | Sell |
-5,264
| Closed | -$242K | – | 126 |
|
|
2022
Q2 | $242K | Sell |
5,264
-400
| -7% | -$18.4K | 0.04% | 108 |
|
|
2022
Q1 | $318K | Hold |
5,664
| – | – | 0.05% | 105 |
|
|
2021
Q4 | $318K | Hold |
5,664
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $336K | Sell |
5,664
-5
| -0.1% | -$297 | 0.06% | 96 |
|
|
2021
Q2 | $322K | Buy |
5,669
+5
| +0.1% | +$284 | 0.06% | 104 |
|
|
2021
Q1 | $313K | Sell |
5,664
-84
| -1% | -$4.64K | 0.06% | 104 |
|
|
2020
Q4 | $267K | Sell |
5,748
-16
| -0.3% | -$743 | 0.06% | 107 |
|
|
2020
Q3 | $206K | Sell |
5,764
-656
| -10% | -$23.4K | 0.05% | 108 |
|
|
2020
Q2 | $236K | Buy |
+6,420
| New | +$236K | 0.06% | 94 |
|
|
2019
Q4 | $409K | Hold |
6,915
| – | – | 0.12% | 86 |
|
|
2019
Q3 | $382K | Sell |
6,915
-170
| -2% | -$9.39K | 0.13% | 89 |
|
|
2019
Q2 | $371K | Buy |
7,085
+70
| +1% | +$3.67K | 0.14% | 89 |
|
|
2019
Q1 | $338K | Hold |
7,015
| – | – | 0.13% | 90 |
|
|
2018
Q4 | $320K | Buy |
+7,015
| New | +$320K | 0.13% | 94 |
|
|
2015
Q3 | $271K | Hold |
6,615
| – | – | 0.49% | 31 |
|
|
2015
Q2 | $287K | Hold |
6,615
| – | – | 0.42% | 34 |
|
|
2015
Q1 | $289K | Sell |
6,615
-400
| -6% | -$17.5K | 0.42% | 35 |
|
|
2014
Q4 | $315K | Buy |
+7,015
| New | +$315K | 0.32% | 34 |
|