Cerro Pacific Wealth Advisors’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
2025
Q1
$308K Sell
2024
Q4
$296K Buy
2024
Q3
$253K Hold
2024
Q2
$253K Buy
2023
Q1
$261K Sell
2022
Q4
$1.01M Sell
2022
Q3
$944K Buy
2022
Q2
$1.01M Sell
2022
Q1
$1.21M Buy
2021
Q4
$311K Sell
2021
Q3
$373K Sell
2021
Q2
$533K Buy
2020
Q4
$662K Buy