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Aegis Wealth Management’s US Bancorp USB Stock Holding History

Aegis Wealth Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$345K Hold
8,173
– – 0.21% 78
2025
Q1 		$345K Sell
8,173
-40
-0.5% -$1.69K 0.2% 82
2024
Q4 		$393K Buy
+8,213
New +$393K 0.27% 59