Western Pacific Wealth Management’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 | $303K | Sell |
6,703
-304
| -4% | -$13.8K | 0.29% | 46 |
|
|
2025
Q1 | $296K | Hold |
7,007
| – | – | 0.27% | 47 |
|
|
2024
Q4 | $335K | Buy |
7,007
+1,907
| +37% | +$91.2K | 0.27% | 38 |
|
|
2024
Q3 | $233K | Buy |
5,100
+1,600
| +46% | +$73.2K | 0.16% | 53 |
|
|
2024
Q2 | $139K | Hold |
3,500
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $156K | Hold |
3,500
| – | – | 0.11% | 69 |
|
|
2023
Q4 | $151K | Hold |
3,500
| – | – | 0.11% | 62 |
|
|
2023
Q3 | $116K | Hold |
3,500
| – | – | 0.1% | 68 |
|
|
2023
Q2 | $116K | Hold |
3,500
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $126K | Hold |
3,500
| – | – | 0.1% | 65 |
|
|
2022
Q4 | $153K | Sell |
3,500
-516
| -13% | -$22.5K | 0.13% | 46 |
|
|
2022
Q3 | $161K | Buy |
4,016
+516
| +15% | +$20.7K | 0.16% | 33 |
|
|
2022
Q2 | $161K | Hold |
3,500
| – | – | 0.16% | 31 |
|
|
2022
Q1 | $186K | Hold |
3,500
| – | – | 0.14% | 36 |
|
|
2021
Q4 | $196K | Buy |
+3,500
| New | +$196K | 0.13% | 39 |
|