Wealthspire Advisors (New York)’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 | $3.58M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.16M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $893K | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $649K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $749K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $795K | Buy |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $55K | Buy |
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