CIC Wealth’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$558K Sell
2024
Q2
$502K Sell
2024
Q1
$617K Sell
2023
Q4
$600K Sell
2023
Q3
$567K Sell
2023
Q2
$634K Sell
2023
Q1
$820K Sell
2022
Q4
$1.09M Buy