Wedmont Private Capital’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 | $1.05M | Buy |
22,121
+2,668
| +14% | +$126K | 0.04% | 253 |
|
|
2025
Q1 | $736K | Sell |
19,453
-3,460
| -15% | -$131K | 0.04% | 280 |
|
|
2024
Q4 | $1.09M | Buy |
22,913
+3,790
| +20% | +$180K | 0.06% | 203 |
|
|
2024
Q3 | $850K | Buy |
19,123
+1,014
| +6% | +$45.1K | 0.05% | 230 |
|
|
2024
Q2 | $762K | Buy |
18,109
+1,991
| +12% | +$83.8K | 0.05% | 250 |
|
|
2024
Q1 | $708K | Buy |
16,118
+611
| +4% | +$26.8K | 0.05% | 256 |
|
|
2023
Q4 | $682K | Buy |
15,507
+7,033
| +83% | +$309K | 0.06% | 232 |
|
|
2023
Q3 | $271K | Buy |
+8,474
| New | +$271K | 0.03% | 408 |
|
|
2023
Q1 | – | Sell |
-6,216
| Closed | -$288K | – | 491 |
|
|
2022
Q4 | $288K | Buy |
+6,216
| New | +$288K | 0.04% | 342 |
|