Cherry Tree Wealth Management’s US Bancorp USB Stock Holding History

Cherry Tree Wealth Management’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
2025 Q2	$514K	Sell
2025 Q1	$501K	Sell
2024 Q4	$678K	Sell
2024 Q3	$670K	Hold
2024 Q2	$582K	Hold
2024 Q1	$655K	Sell
2023 Q4	$645K	Hold
2023 Q3	$492K	Hold
2023 Q2	$492K	Buy