Wedgewood Investors’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 | $329K | Sell |
7,266
-12
| -0.2% | -$543 | 0.38% | 62 |
|
|
2025
Q1 | $307K | Hold |
7,278
| – | – | 0.36% | 71 |
|
|
2024
Q4 | $348K | Hold |
7,278
| – | – | 0.41% | 62 |
|
|
2024
Q3 | $333K | Buy |
7,278
+13
| +0.2% | +$594 | 0.36% | 70 |
|
|
2024
Q2 | $288K | Buy |
+7,265
| New | +$288K | 0.34% | 76 |
|
|
2023
Q4 | $308K | Buy |
7,114
+7
| +0.1% | +$303 | 0.38% | 70 |
|
|
2023
Q3 | $235K | Hold |
7,107
| – | – | 0.32% | 82 |
|
|
2023
Q2 | $235K | Hold |
7,107
| – | – | 0.3% | 88 |
|
|
2023
Q1 | $256K | Hold |
7,107
| – | – | 0.34% | 78 |
|
|
2022
Q4 | $310K | Buy |
+7,107
| New | +$310K | 0.41% | 68 |
|