WAM
Wilsey Asset Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-88,911
| Closed | -$3.23M | – | 24 |
|
|
2020
Q2 | $3.23M | Hold |
88,911
| – | – | 1.34% | 20 |
|
|
2020
Q1 | $3.06M | Hold |
88,911
| – | – | 1.57% | 21 |
|
|
2019
Q4 | $5.26M | Hold |
88,911
| – | – | 1.91% | 19 |
|
|
2019
Q3 | $4.92M | Hold |
88,911
| – | – | 1.93% | 19 |
|
|
2019
Q2 | $4.62M | Hold |
88,911
| – | – | 1.9% | 18 |
|
|
2019
Q1 | $4.28M | Hold |
88,911
| – | – | 1.79% | 18 |
|
|
2018
Q4 | $4.02M | Hold |
88,911
| – | – | 1.96% | 18 |
|
|
2018
Q3 | $4.7M | Buy |
+88,911
| New | +$4.7M | 2.03% | 17 |
|