West Branch 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 | $679 | Hold |
15
| – | – | ﹤0.01% | 407 |
|
|
2025
Q1 | $634 | Hold |
15
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $718 | Sell |
15
-117
| -89% | -$5.6K | ﹤0.01% | 415 |
|
|
2024
Q3 | $6.04K | Sell |
132
-889
| -87% | -$40.7K | ﹤0.01% | 322 |
|
|
2024
Q2 | $40.5K | Hold |
1,021
| – | – | 0.02% | 171 |
|
|
2024
Q1 | $45.6K | Hold |
1,021
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $44.2K | Sell |
1,021
-696
| -41% | -$30.1K | 0.02% | 163 |
|
|
2023
Q3 | $56.8K | Hold |
1,717
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $56.7K | Hold |
1,717
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $61.9K | Hold |
1,717
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $74.9K | Hold |
1,717
| – | – | 0.05% | 135 |
|
|
2022
Q3 | $69K | Hold |
1,717
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $79K | Hold |
1,717
| – | – | 0.05% | 137 |
|
|
2022
Q1 | $91K | Hold |
1,717
| – | – | 0.04% | 137 |
|
|
2021
Q4 | $96K | Hold |
1,717
| – | – | 0.04% | 148 |
|
|
2021
Q3 | $102K | Hold |
1,717
| – | – | 0.05% | 130 |
|
|
2021
Q2 | $98K | Buy |
+1,717
| New | +$98K | 0.05% | 138 |
|