Cassaday & Co Wealth Management’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	$704K	Sell	15,560 -5,436	-26%	-$246K	0.02%	170
2025 Q1	$886K	Sell	20,996 -154	-0.7%	-$6.5K	0.02%	133
2024 Q4	$1.01M	Buy	+21,150	New	+$1.01M	0.03%	118