AGH Wealth Advisors’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
6,284
-4,693
-43% -$212K 0.23% 85
2025
Q1
$463K Buy
10,977
+61
+0.6% +$2.58K 0.45% 51
2024
Q4
$522K Buy
+10,916
New +$522K 0.48% 46