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Denver PWM’s US Bancorp USB Stock Holding History

Denver PWM’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,624
Closed -$77.7K – 213
2024
Q4 		$77.7K Sell
1,624
-282
-15% -$13.5K 0.03% 85
2024
Q3 		$87.2K Sell
1,906
-115
-6% -$5.26K 0.03% 83
2024
Q2 		$80.2K Buy
+2,021
New +$80.2K 0.03% 100