West Oak Capital’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 | $848 | Hold |
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|
2025
Q2 | $794 | Hold |
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|
2025
Q1 | $741 | Hold |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $1.38K | Sell |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.35M | Sell |
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|
2022
Q1 | $2.77M | Sell |
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|
2021
Q4 | $2.97M | Sell |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $3.11M | Sell |
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|
2021
Q1 | $3.07M | Sell |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $2.07M | Buy |
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|
2020
Q1 | $1.87M | Buy |
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|
2019
Q4 | $2.59M | Sell |
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|
2019
Q3 | $2.52M | Sell |
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|
2019
Q2 | $2.42M | Buy |
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|
2019
Q1 | $2.17M | Buy |
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|
2018
Q4 | $2.06M | Buy |
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|
2018
Q3 | $2.3M | Buy |
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|
2018
Q2 | $2.15M | Sell |
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|
2018
Q1 | $2.17M | Sell |
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|
2017
Q4 | $2.4M | Sell |
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|
2017
Q3 | $2.44M | Sell |
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|
2017
Q2 | $2.46M | Sell |
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|
2017
Q1 | $2.47M | Sell |
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|
2016
Q4 | $2.49M | Sell |
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|
2016
Q3 | $2.17M | Buy |
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|
2016
Q2 | $1.99M | Buy |
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|
2016
Q1 | $1.97M | Sell |
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|
2015
Q4 | $2.08M | Buy |
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|
2015
Q3 | $1.87M | Buy |
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|
2015
Q2 | $1.94M | Sell |
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|
2015
Q1 | $2M | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $1.97M | Sell |
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|
2014
Q2 | $2.05M | Sell |
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|
2014
Q1 | $2.04M | Sell |
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|
2013
Q4 | $1.93M | Sell |
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|
2013
Q3 | $1.76M | Sell |
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|
2013
Q2 | $1.76M | Buy |
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