WFA of San Diego’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
Q2 | $79.6K | Buy |
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|
2024
Q3 | $80.5K | Hold |
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|
2024
Q2 | $69.9K | Buy |
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|
2023
Q3 | $91.2K | Hold |
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|
2023
Q2 | $91.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $167K | Sell |
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|
2021
Q3 | $178K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.77M | Buy |
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