Winch Advisory Services’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
547
+7
| +1% | +$317 | 0.01% | 219 |
|
|
2025
Q1 | $22.8K | Buy |
540
+5
| +0.9% | +$211 | 0.01% | 214 |
|
|
2024
Q4 | $25.6K | Buy |
535
+490
| +1,089% | +$23.4K | 0.01% | 210 |
|
|
2024
Q3 | $2.04K | Sell |
45
-122
| -73% | -$5.52K | ﹤0.01% | 376 |
|
|
2024
Q2 | $6.64K | Sell |
167
-427
| -72% | -$17K | ﹤0.01% | 293 |
|
|
2024
Q1 | $26.6K | Buy |
594
+7
| +1% | +$313 | 0.01% | 191 |
|
|
2023
Q4 | $25.4K | Buy |
587
+8
| +1% | +$346 | 0.01% | 191 |
|
|
2023
Q3 | $19K | Buy |
579
+8
| +1% | +$263 | 0.01% | 205 |
|
|
2023
Q2 | $19K | Buy |
571
+414
| +264% | +$13.8K | 0.01% | 199 |
|
|
2023
Q1 | $6K | Buy |
157
+2
| +1% | +$76 | ﹤0.01% | 290 |
|
|
2022
Q4 | $7K | Buy |
155
+1
| +0.6% | +$45 | ﹤0.01% | 265 |
|
|
2022
Q3 | $6K | Buy |
154
+2
| +1% | +$78 | ﹤0.01% | 260 |
|
|
2022
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $9K | Sell |
152
-35
| -19% | -$2.07K | ﹤0.01% | 278 |
|
|
2021
Q3 | $11K | Buy |
187
+1
| +0.5% | +$59 | ﹤0.01% | 266 |
|
|
2021
Q2 | $11K | Hold |
186
| – | – | ﹤0.01% | 256 |
|
|
2021
Q1 | $10K | Buy |
186
+1
| +0.5% | +$54 | ﹤0.01% | 250 |
|
|
2020
Q4 | $9K | Buy |
185
+74
| +67% | +$3.6K | ﹤0.01% | 242 |
|
|
2020
Q3 | $4K | Buy |
111
+1
| +0.9% | +$36 | ﹤0.01% | 287 |
|
|
2020
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 280 |
|
|
2020
Q1 | $4K | Sell |
110
-1
| -0.9% | -$36 | ﹤0.01% | 243 |
|
|
2019
Q4 | $7K | Buy |
111
+43
| +63% | +$2.71K | ﹤0.01% | 237 |
|
|
2019
Q3 | $4K | Sell |
68
-19
| -22% | -$1.12K | ﹤0.01% | 260 |
|
|
2019
Q2 | $5K | Sell |
87
-35
| -29% | -$2.01K | ﹤0.01% | 262 |
|
|
2019
Q1 | $6K | Buy |
122
+55
| +82% | +$2.71K | ﹤0.01% | 236 |
|
|
2018
Q4 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 276 |
|
|
2014
Q2 | – | Sell |
-13,682
| Closed | -$586K | – | 290 |
|
|
2014
Q1 | $586K | Buy |
+13,682
| New | +$586K | 0.37% | 65 |
|