Asset Planning Inc’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
$53.2K Sell
1,175
-43
-4% -$1.95K 0.04% 141
2025
Q1
$51.4K Buy
1,218
+11
+0.9% +$464 0.04% 143
2024
Q4
$57.7K Buy
+1,207
New +$57.7K 0.04% 136