World Investment 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
Q2 | $2.69M | Sell |
59,498
-16,057
| -21% | -$727K | 0.06% | 325 |
|
|
2025
Q1 | $3.19M | Buy |
75,555
+9,010
| +14% | +$380K | 0.08% | 272 |
|
|
2024
Q4 | $3.18M | Buy |
66,545
+13,926
| +26% | +$666K | 0.09% | 260 |
|
|
2024
Q3 | $2.41M | Buy |
52,619
+2,988
| +6% | +$137K | 0.08% | 269 |
|
|
2024
Q2 | $1.97M | Buy |
49,631
+23,672
| +91% | +$940K | 0.12% | 166 |
|
|
2024
Q1 | $1.25M | Sell |
25,959
-3,300
| -11% | -$159K | 0.18% | 118 |
|
|
2023
Q4 | $1.27M | Buy |
+29,259
| New | +$1.27M | 0.16% | 122 |
|
|
2019
Q3 | – | Sell |
-326,623
| Closed | -$448K | – | 162 |
|
|
2019
Q2 | $448K | Buy |
+326,623
| New | +$448K | 0.2% | 65 |
|