Beaumont Asset Management’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-18,812
Closed -$648K 61
2020
Q1
$648K Sell
18,812
-1,460
-7% -$50.3K 0.78% 32
2019
Q4
$1.2M Buy
+20,272
New +$1.2M 1.15% 26