CWP
Core Wealth Partners’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
8,000
| – | – | 0.18% | 109 |
|
|
2025
Q1 | $338K | Hold |
8,000
| – | – | 0.2% | 112 |
|
|
2024
Q4 | $383K | Hold |
8,000
| – | – | 0.22% | 101 |
|
|
2024
Q3 | $366K | Buy |
8,000
+250
| +3% | +$11.4K | 0.22% | 99 |
|
|
2024
Q2 | $308K | Buy |
+7,750
| New | +$308K | 0.21% | 99 |
|