Angeles Wealth Management’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	$459K	Buy	+10,147	New	+$459K	0.03%	192
2025 Q1	–	Sell	-4,647	Closed	-$222K	–	388
2024 Q4	$222K	Buy	4,647 +97	+2%	+$4.64K	0.02%	271
2024 Q3	$208K	Buy	+4,550	New	+$208K	0.02%	255