CTWM
Cherry Tree Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
11,366
-500
| -4% | -$22.6K | 0.12% | 87 |
|
|
2025
Q1 | $501K | Sell |
11,866
-2,300
| -16% | -$97.1K | 0.12% | 88 |
|
|
2024
Q4 | $678K | Sell |
14,166
-495
| -3% | -$23.7K | 0.17% | 77 |
|
|
2024
Q3 | $670K | Hold |
14,661
| – | – | 0.16% | 79 |
|
|
2024
Q2 | $582K | Hold |
14,661
| – | – | 0.15% | 81 |
|
|
2024
Q1 | $655K | Sell |
14,661
-231
| -2% | -$10.3K | 0.16% | 74 |
|
|
2023
Q4 | $645K | Hold |
14,892
| – | – | 0.17% | 74 |
|
|
2023
Q3 | $492K | Hold |
14,892
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $492K | Buy |
+14,892
| New | +$492K | 0.14% | 84 |
|