Wealthspire Advisors (New York)’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 | $3.58M | Buy |
79,182
+1,266
| +2% | +$57.3K | 0.02% | 195 |
|
|
2025
Q1 | $3.29M | Buy |
77,916
+34,916
| +81% | +$1.47M | 0.02% | 198 |
|
|
2024
Q4 | $2.06M | Sell |
43,000
-4,317
| -9% | -$206K | 0.02% | 243 |
|
|
2024
Q3 | $2.16M | Buy |
47,317
+5,270
| +13% | +$241K | 0.02% | 241 |
|
|
2024
Q2 | $1.67M | Buy |
42,047
+11,837
| +39% | +$470K | 0.02% | 229 |
|
|
2024
Q1 | $1.35M | Buy |
30,210
+3
| +0% | +$134 | 0.02% | 265 |
|
|
2023
Q4 | $1.31M | Buy |
30,207
+760
| +3% | +$32.9K | 0.02% | 266 |
|
|
2023
Q3 | $974K | Buy |
29,447
+3,615
| +14% | +$120K | 0.02% | 283 |
|
|
2023
Q2 | $853K | Buy |
25,832
+1,072
| +4% | +$35.4K | 0.01% | 276 |
|
|
2023
Q1 | $893K | Buy |
24,760
+331
| +1% | +$11.9K | 0.02% | 266 |
|
|
2022
Q4 | $1.07M | Buy |
24,429
+8,323
| +52% | +$363K | 0.02% | 250 |
|
|
2022
Q3 | $649K | Buy |
16,106
+6,092
| +61% | +$245K | 0.01% | 297 |
|
|
2022
Q2 | $461K | Sell |
10,014
-813
| -8% | -$37.4K | 0.01% | 330 |
|
|
2022
Q1 | $575K | Sell |
10,827
-1,491
| -12% | -$79.2K | 0.01% | 254 |
|
|
2021
Q4 | $692K | Buy |
12,318
+645
| +6% | +$36.2K | 0.02% | 270 |
|
|
2021
Q3 | $694K | Buy |
11,673
+4,237
| +57% | +$252K | 0.01% | 301 |
|
|
2021
Q2 | $424K | Sell |
7,436
-11,978
| -62% | -$683K | 0.01% | 243 |
|
|
2021
Q1 | $1.07M | Buy |
19,414
+3,336
| +21% | +$185K | 0.03% | 252 |
|
|
2020
Q4 | $749K | Buy |
16,078
+9,701
| +152% | +$452K | 0.02% | 246 |
|
|
2020
Q3 | $229K | Buy |
+6,377
| New | +$229K | 0.01% | 275 |
|
|
2020
Q2 | – | Sell |
-23,088
| Closed | -$795K | – | 515 |
|
|
2020
Q1 | $795K | Buy |
23,088
+18,564
| +410% | +$639K | 0.03% | 227 |
|
|
2019
Q4 | $268K | Buy |
4,524
+892
| +25% | +$52.8K | 0.02% | 164 |
|
|
2019
Q3 | $201K | Buy |
+3,632
| New | +$201K | 0.02% | 161 |
|
|
2019
Q1 | – | Sell |
-1,196
| Closed | -$55K | – | 755 |
|
|
2018
Q4 | $55K | Buy |
+1,196
| New | +$55K | 0.01% | 174 |
|