Evelyn Partners Investment Management’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
4,720
-23,167
-83% -$1.05M 0.01% 140
2025
Q1
$199K Buy
+27,887
New +$199K 0.01% 138