Wolf Group Capital Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,213
| Closed | -$833K | – | 180 |
|
|
2024
Q4 | $833K | Hold |
25,213
| – | – | 0.4% | 68 |
|
|
2024
Q3 | $833K | Buy |
+25,213
| New | +$833K | 0.4% | 69 |
|
|
2024
Q2 | – | Sell |
-25,213
| Closed | -$833K | – | 140 |
|
|
2024
Q1 | $833K | Hold |
25,213
| – | – | 0.4% | 69 |
|
|
2023
Q4 | $833K | Buy |
25,213
+436
| +2% | +$14.4K | 0.4% | 69 |
|
|
2023
Q3 | $819K | Sell |
24,777
-386
| -2% | -$12.8K | 0.39% | 72 |
|
|
2023
Q2 | $768K | Buy |
+25,163
| New | +$768K | 0.38% | 69 |
|