A detailed history of Masso Torrence Wealth Management Inc. transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 83,930 shares of USTB stock, worth $4.25 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
83,930
Previous 79,363 5.75%
Holding current value
$4.25 Million
Previous $3.95 Million 5.69%
% of portfolio
2.42%
Previous 2.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$49.39 - $49.98 $225,564 - $228,258
4,567 Added 5.75%
83,930 $4.18 Million
Q1 2024

Apr 23, 2024

BUY
$49.44 - $49.9 $331,692 - $334,779
6,709 Added 9.23%
79,363 $3.95 Million
Q4 2023

Feb 01, 2024

BUY
$48.37 - $49.72 $432,863 - $444,944
8,949 Added 14.05%
72,654 $3.6 Million
Q3 2023

Nov 07, 2023

BUY
$48.69 - $49.29 $55,944 - $56,634
1,149 Added 1.84%
63,705 $3.12 Million
Q2 2023

Aug 11, 2023

BUY
$48.77 - $49.34 $147,724 - $149,450
3,029 Added 5.09%
62,556 $3.06 Million
Q1 2023

May 12, 2023

SELL
$48.69 - $49.32 $498,390 - $504,839
-10,236 Reduced 14.67%
59,527 $2.92 Million
Q4 2022

Feb 14, 2023

BUY
$48.09 - $48.99 $652,052 - $664,255
13,559 Added 24.12%
69,763 $3.39 Million
Q3 2022

Nov 14, 2022

BUY
$48.3 - $49.46 $102,444 - $104,904
2,121 Added 3.92%
56,204 $2.72 Million
Q2 2022

Jul 28, 2022

SELL
$48.72 - $49.81 $91,885 - $93,941
-1,886 Reduced 3.37%
54,083 $2.65 Million
Q1 2022

Apr 26, 2022

BUY
$49.76 - $51.3 $328,266 - $338,426
6,597 Added 13.36%
55,969 $2.79 Million
Q4 2021

Feb 10, 2022

BUY
$51.29 - $51.87 $2.53 Million - $2.56 Million
49,372 New
49,372 $2.53 Million

Others Institutions Holding USTB

About VICTORY PORTFOLIOS II VICTORYS


  • Ticker USTB
  • Sector ETFs
  • Industry ETFs
More about USTB
Track This Portfolio

Track Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.