Weitzel Financial Services’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 | $1.02M | Hold |
22,979
| – | – | 0.43% | 23 |
|
|
2025
Q1 | $891K | Hold |
22,979
| – | – | 0.43% | 22 |
|
|
2024
Q4 | $1.11M | Sell |
22,979
-32,037
| -58% | -$1.54M | 0.52% | 21 |
|
|
2024
Q3 | $2.46M | Hold |
55,016
| – | – | 1.15% | 18 |
|
|
2024
Q2 | $2.16M | Hold |
55,016
| – | – | 1.08% | 18 |
|
|
2024
Q1 | $2.42M | Hold |
55,016
| – | – | 1.22% | 18 |
|
|
2023
Q4 | $2.42M | Hold |
55,016
| – | – | 1.3% | 17 |
|
|
2023
Q3 | $1.73M | Hold |
55,016
| – | – | 1.01% | 20 |
|
|
2023
Q2 | $1.82M | Buy |
55,016
+1,928
| +4% | +$63.7K | 1.03% | 19 |
|
|
2023
Q1 | $1.89M | Buy |
+53,088
| New | +$1.89M | 1.14% | 18 |
|
|
2022
Q2 | – | Sell |
-3,771
| Closed | -$200K | – | 35 |
|
|
2022
Q1 | $200K | Hold |
3,771
| – | – | 0.13% | 33 |
|
|
2021
Q4 | $212K | Hold |
3,771
| – | – | 0.13% | 30 |
|
|
2021
Q3 | $229K | Sell |
3,771
-206,349
| -98% | -$12.5M | 0.15% | 27 |
|
|
2021
Q2 | $3.77M | Buy |
210,120
+206,349
| +5,472% | +$3.7M | 0.13% | 24 |
|
|
2021
Q1 | $224K | Buy |
+3,771
| New | +$224K | 0.16% | 26 |
|