BMS Financial Advisors’s US Bancorp USB Stock Holding History

BMS Financial Advisors’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$324K	Sell
2023 Q1	$512K	Buy
2022 Q4	$465K	Sell
2022 Q3	$485K	Buy
2022 Q2	$543K	Buy
2022 Q1	$610K	Buy
2021 Q4	$636K	Buy