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 |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $231K | Buy |
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