WR Wealth Planners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50.5K | Buy |
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|
2024
Q3 | $27.6K | Buy |
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|
2024
Q2 | $13.8K | Sell |
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|
2024
Q1 | $19.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $16.5K | Hold |
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|
2023
Q2 | $16.5K | Buy |
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|
2023
Q1 | $7.21K | Buy |
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|
2022
Q4 | $4.36K | Hold |
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|
2022
Q3 | $4.03K | Hold |
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|
2022
Q2 | $4.6K | Hold |
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|
2022
Q1 | $5.32K | Buy |
|