YorkBridge Wealth Partners’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $616K | Sell |
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|
2021
Q3 | $654K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $422K | Sell |
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|
2018
Q3 | $529K | Sell |
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|
2018
Q2 | $504K | Buy |
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|
2018
Q1 | $463K | Buy |
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|
2017
Q4 | $406K | Buy |
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|
2017
Q3 | $363K | Buy |
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|
2017
Q2 | $302K | Hold |
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|
2017
Q1 | $296K | Buy |
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|
2016
Q4 | $283K | Buy |
|