Whittier Trust’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
Q3 | $583K | Buy |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $624K | Sell |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $999K | Buy |
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|
2021
Q3 | $917K | Sell |
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|
2021
Q2 | $908K | Sell |
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|
2021
Q1 | $881K | Buy |
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|
2020
Q4 | $704K | Sell |
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|
2020
Q3 | $578K | Buy |
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|
2020
Q2 | $593K | Sell |
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|
2020
Q1 | $811K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $994K | Buy |
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|
2019
Q2 | $890K | Sell |
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|
2019
Q1 | $825K | Buy |
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|
2018
Q4 | $735K | Sell |
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|
2018
Q3 | $852K | Buy |
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|
2018
Q2 | $751K | Sell |
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|
2018
Q1 | $859K | Buy |
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|
2017
Q4 | $910K | Buy |
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|
2017
Q3 | $890K | Buy |
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|
2017
Q2 | $729K | Sell |
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|
2017
Q1 | $934K | Buy |
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|
2016
Q4 | $814K | Sell |
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|
2016
Q3 | $917K | Hold |
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|
2016
Q2 | $862K | Hold |
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|
2016
Q1 | $867K | Sell |
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|
2015
Q4 | $975K | Buy |
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|
2015
Q3 | $882K | Sell |
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|
2015
Q2 | $946K | Buy |
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|
2015
Q1 | $901K | Sell |
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|
2014
Q4 | $939K | Sell |
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|
2014
Q3 | $883K | Buy |
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|
2014
Q2 | $893K | Sell |
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|
2014
Q1 | $947K | Buy |
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|
2013
Q4 | $820K | Sell |
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|
2013
Q3 | $834K | Hold |
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|
2013
Q2 | $824K | Buy |
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