Encompass Wealth Advisors’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
2025
Q1
$212K Sell
2024
Q4
$246K Buy
2024
Q3
$214K Buy
2022
Q3
Sell
2022
Q2
$203K Sell
2022
Q1
$243K Sell
2021
Q4
$258K Sell
2021
Q3
$285K Sell
2021
Q2
$293K Hold
2021
Q1
$312K Buy
2020
Q4
$231K Buy