DWM
Diversify Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
6,686
-120
| -2% | -$5.49K | 0.02% | 455 |
|
|
2025
Q1 | $276K | Sell |
6,806
-560
| -8% | -$22.7K | 0.02% | 448 |
|
|
2024
Q4 | $349K | Sell |
7,366
-189
| -3% | -$8.96K | 0.03% | 413 |
|
|
2024
Q3 | $367K | Buy |
7,555
+1,722
| +30% | +$83.6K | 0.04% | 365 |
|
|
2024
Q2 | $238K | Buy |
+5,833
| New | +$238K | 0.03% | 392 |
|