West Family Investments’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 | $408K | Buy |
9,017
+3,690
| +69% | +$167K | 0.11% | 204 |
|
|
2025
Q1 | $225K | Sell |
5,327
-908
| -15% | -$38.3K | 0.08% | 220 |
|
|
2024
Q4 | $298K | Sell |
6,235
-86
| -1% | -$4.11K | 0.1% | 192 |
|
|
2024
Q3 | $289K | Buy |
6,321
+1,128
| +22% | +$51.6K | 0.1% | 214 |
|
|
2024
Q2 | $206K | Buy |
5,193
+10
| +0.2% | +$397 | 0.06% | 233 |
|
|
2024
Q1 | $232K | Buy |
5,183
+105
| +2% | +$4.69K | 0.07% | 230 |
|
|
2023
Q4 | $220K | Buy |
+5,078
| New | +$220K | 0.07% | 208 |
|
|
2021
Q3 | – | Sell |
-3,682
| Closed | -$210K | – | 387 |
|
|
2021
Q2 | $210K | Buy |
+3,682
| New | +$210K | 0.06% | 312 |
|