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Alteri Wealth’s US Bancorp USB Stock Holding History

Alteri Wealth’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 		$253K Sell
5,583
-663
-11% -$30K 0.1% 227
2025
Q1 		$264K Sell
6,246
-1,233
-16% -$52.1K 0.12% 202
2024
Q4 		$358K Buy
+7,479
New +$358K 0.1% 164