WOSD
WFA of San Diego’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.6K | Buy |
+1,760
| New | +$79.6K | 0.06% | 162 |
|
|
2024
Q3 | $80.5K | Hold |
1,760
| – | – | 0.07% | 143 |
|
|
2024
Q2 | $69.9K | Buy |
+1,760
| New | +$69.9K | 0.06% | 148 |
|
|
2023
Q3 | $91.2K | Hold |
2,760
| – | – | 0.09% | 121 |
|
|
2023
Q2 | $91.2K | Buy |
+2,760
| New | +$91.2K | 0.09% | 121 |
|
|
2023
Q1 | – | Sell |
-2,760
| Closed | -$120K | – | 400 |
|
|
2022
Q4 | $120K | Buy |
+2,760
| New | +$120K | 0.09% | 123 |
|
|
2022
Q3 | – | Sell |
-2,836
| Closed | -$131K | – | 376 |
|
|
2022
Q2 | $131K | Buy |
+2,836
| New | +$131K | 0.11% | 99 |
|
|
2022
Q1 | – | Sell |
-2,978
| Closed | -$167K | – | 160 |
|
|
2021
Q4 | $167K | Sell |
2,978
-18
| -0.6% | -$1.01K | 0.1% | 125 |
|
|
2021
Q3 | $178K | Buy |
+2,996
| New | +$178K | 0.12% | 107 |
|
|
2021
Q2 | – | Sell |
-3,650
| Closed | -$202K | – | 93 |
|
|
2021
Q1 | $202K | Buy |
+3,650
| New | +$202K | 0.17% | 89 |
|
|
2020
Q3 | – | Sell |
-31,302
| Closed | -$1.77M | – | 235 |
|
|
2020
Q2 | $1.77M | Buy |
+31,302
| New | +$1.77M | 0.41% | 53 |
|