WESPAC Advisors’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 | – | Sell |
-11,517
| Closed | -$486K | – | 200 |
|
|
2025
Q1 | $486K | Buy |
+11,517
| New | +$486K | 0.4% | 96 |
|
|
2019
Q3 | – | Sell |
-5,509
| Closed | -$289K | – | 123 |
|
|
2019
Q2 | $289K | Hold |
5,509
| – | – | 0.22% | 89 |
|
|
2019
Q1 | $265K | Hold |
5,509
| – | – | 0.18% | 100 |
|
|
2018
Q4 | $252K | Hold |
5,509
| – | – | 0.24% | 80 |
|
|
2018
Q3 | $291K | Buy |
+5,509
| New | +$291K | 0.17% | 114 |
|
|
2018
Q2 | – | Sell |
-5,509
| Closed | -$278K | – | 145 |
|
|
2018
Q1 | $278K | Buy |
5,509
+329
| +6% | +$16.6K | 0.17% | 111 |
|
|
2017
Q4 | $278K | Buy |
+5,180
| New | +$278K | 0.26% | 99 |
|