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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $258K | Sell |
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|
2025
Q3 | $244K | Sell |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $253K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $944K | Buy |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $533K | Buy |
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|
2020
Q4 | $662K | Buy |
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