Bestgate Wealth Advisors’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	$339K	Hold	8,031	–	–	0.7%	34
2025 Q1	$339K	Buy	8,031 +253	+3%	+$10.7K	0.7%	34
2024 Q4	$372K	Buy	+7,778	New	+$372K	0.75%	32