WAM
WFA Asset Management’s US Bancorp USB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.4K | Buy |
765
+8
| +1% | +$318 | 0.02% | 123 |
|
2025
Q1 | $33.8K | Buy |
757
+63
| +9% | +$2.81K | 0.02% | 126 |
|
2024
Q4 | $33.2K | Sell |
694
-80
| -10% | -$3.83K | 0.02% | 139 |
|
2024
Q3 | $35.4K | Buy |
774
+9
| +1% | +$412 | 0.02% | 121 |
|
2024
Q2 | $30.4K | Buy |
765
+8
| +1% | +$318 | 0.02% | 124 |
|
2024
Q1 | $33.8K | Sell |
757
-106
| -12% | -$4.74K | 0.02% | 127 |
|
2023
Q4 | $37.4K | Buy |
863
+12
| +1% | +$519 | 0.02% | 109 |
|
2023
Q3 | $28.1K | Buy |
851
+11
| +1% | +$364 | 0.02% | 122 |
|
2023
Q2 | $27.7K | Buy |
840
+12
| +1% | +$396 | 0.02% | 125 |
|
2023
Q1 | $29.9K | Buy |
828
+8
| +1% | +$289 | 0.02% | 123 |
|
2022
Q4 | $35.8K | Buy |
820
+9
| +1% | +$392 | 0.02% | 104 |
|
2022
Q3 | $32.7K | Buy |
811
+8
| +1% | +$323 | 0.02% | 103 |
|
2022
Q2 | $37K | Sell |
803
-48
| -6% | -$2.21K | 0.03% | 99 |
|
2022
Q1 | $45.2K | Buy |
851
+7
| +0.8% | +$372 | 0.03% | 97 |
|
2021
Q4 | $47.4K | Buy |
+844
| New | +$47.4K | 0.03% | 98 |
|