Williams Jones Wealth Management’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 | $2.49M | Sell |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $7.26M | Buy |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $4.83M | Sell |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $6.03M | Buy |
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|
2021
Q4 | $6M | Buy |
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|
2021
Q3 | $6.32M | Buy |
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|
2021
Q2 | $6.04M | Sell |
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|
2021
Q1 | $5.93M | Buy |
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|
2020
Q4 | $4.61M | Buy |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $10.1M | Sell |
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|
2020
Q1 | $10.6M | Sell |
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|
2019
Q4 | $28M | Buy |
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|
2019
Q3 | $25.8M | Buy |
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