Western 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 | $1.77M | Sell |
39,224
-39
| -0.1% | -$1.77K | 0.11% | 184 |
|
|
2025
Q1 | $1.66M | Buy |
39,263
+1,450
| +4% | +$61.2K | 0.11% | 185 |
|
|
2024
Q4 | $1.81M | Sell |
37,813
-7,786
| -17% | -$372K | 0.12% | 164 |
|
|
2024
Q3 | $2.09M | Buy |
45,599
+9,288
| +26% | +$425K | 0.12% | 181 |
|
|
2024
Q2 | $1.44M | Buy |
36,311
+607
| +2% | +$24.1K | 0.11% | 166 |
|
|
2024
Q1 | $1.6M | Sell |
35,704
-9,417
| -21% | -$421K | 0.12% | 159 |
|
|
2023
Q4 | $1.95M | Buy |
45,121
+838
| +2% | +$36.3K | 0.14% | 155 |
|
|
2023
Q3 | $1.46M | Buy |
44,283
+2,721
| +7% | +$90K | 0.12% | 174 |
|
|
2023
Q2 | $1.37M | Buy |
41,562
+3,047
| +8% | +$101K | 0.12% | 179 |
|
|
2023
Q1 | $1.39M | Buy |
38,515
+20,179
| +110% | +$727K | 0.13% | 177 |
|
|
2022
Q4 | $800K | Sell |
18,336
-13,952
| -43% | -$608K | 0.08% | 266 |
|
|
2022
Q3 | $1.3M | Buy |
32,288
+72
| +0.2% | +$2.9K | 0.07% | 253 |
|
|
2022
Q2 | $1.48M | Buy |
32,216
+625
| +2% | +$28.8K | 0.09% | 235 |
|
|
2022
Q1 | $1.68M | Buy |
31,591
+15,300
| +94% | +$813K | 0.08% | 228 |
|
|
2021
Q4 | $916K | Buy |
+16,291
| New | +$916K | 0.09% | 209 |
|
|
2021
Q2 | $876K | Buy |
15,418
+1,109
| +8% | +$63K | 0.09% | 238 |
|
|
2021
Q1 | $791K | Buy |
14,309
+950
| +7% | +$52.5K | 0.11% | 195 |
|
|
2020
Q4 | $622K | Hold |
13,359
| – | – | 0.09% | 220 |
|
|
2020
Q3 | $479K | Sell |
13,359
-894
| -6% | -$32.1K | 0.08% | 245 |
|
|
2020
Q2 | $525K | Sell |
14,253
-2,867
| -17% | -$106K | 0.1% | 215 |
|
|
2020
Q1 | $589K | Buy |
17,120
+67
| +0.4% | +$2.31K | 0.14% | 166 |
|
|
2019
Q4 | $1.01M | Sell |
17,053
-411
| -2% | -$24.4K | 0.15% | 137 |
|
|
2019
Q3 | $968K | Sell |
17,464
-1,904
| -10% | -$106K | 0.2% | 123 |
|
|
2019
Q2 | $1.01M | Sell |
19,368
-842
| -4% | -$44K | 0.13% | 131 |
|
|
2019
Q1 | $975K | Buy |
20,210
+774
| +4% | +$37.3K | 0.22% | 115 |
|
|
2018
Q4 | $886K | Buy |
+19,436
| New | +$886K | 0.24% | 101 |
|