WR Wealth Planners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50.5K | Buy |
1,055
+451
| +75% | +$21.6K | 0.02% | 324 |
|
|
2024
Q3 | $27.6K | Buy |
604
+257
| +74% | +$11.8K | 0.01% | 432 |
|
|
2024
Q2 | $13.8K | Sell |
347
-90
| -21% | -$3.57K | ﹤0.01% | 518 |
|
|
2024
Q1 | $19.5K | Buy |
+437
| New | +$19.5K | 0.01% | 456 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$16.5K | – | 825 |
|
|
2023
Q3 | $16.5K | Hold |
500
| – | – | 0.01% | 455 |
|
|
2023
Q2 | $16.5K | Buy |
500
+300
| +150% | +$9.91K | 0.01% | 465 |
|
|
2023
Q1 | $7.21K | Buy |
200
+100
| +100% | +$3.61K | ﹤0.01% | 626 |
|
|
2022
Q4 | $4.36K | Hold |
100
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $4.03K | Hold |
100
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $4.6K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $5.32K | Buy |
+100
| New | +$5.32K | ﹤0.01% | 353 |
|