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Aprio Wealth Management’s US Bancorp USB Stock Holding History

Aprio 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 		– Sell
-5,642
Closed -$238K – 436
2025
Q1 		$238K Sell
5,642
-725
-11% -$30.6K 0.03% 316
2024
Q4 		$305K Sell
6,367
-249
-4% -$11.9K 0.04% 209
2024
Q3 		$303K Buy
+6,616
New +$303K 0.05% 195