Welch Group’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
Q3 | $243K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $499K | Hold |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $525K | Buy |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $907K | Sell |
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|
2020
Q3 | $996K | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $975K | Buy |
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|
2019
Q1 | $700K | Buy |
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|
2018
Q4 | $607K | Buy |
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|
2018
Q3 | $654 | Buy |
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|
2018
Q2 | $508K | Buy |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $516K | Buy |
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|
2017
Q3 | $499K | Sell |
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|
2017
Q2 | $506K | Buy |
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|
2017
Q1 | $147K | Sell |
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|
2016
Q4 | $157K | Buy |
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|
2016
Q3 | $131K | Sell |
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|
2016
Q2 | $131K | Sell |
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|
2016
Q1 | $207K | Hold |
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|
2015
Q4 | $218K | Buy |
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|
2015
Q3 | $207K | Sell |
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|
2015
Q2 | $233K | Hold |
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|
2015
Q1 | $234 | Hold |
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|
2014
Q4 | $241K | Buy |
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|
2014
Q3 | $222K | Sell |
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|
2014
Q2 | $235K | Buy |
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|
2014
Q1 | $220K | Sell |
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|
2013
Q4 | $248K | Hold |
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|
2013
Q3 | $224K | Sell |
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|
2013
Q2 | $229K | Buy |
|