Everpar 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
Q3
$589K Sell
2025
Q2
$565K Buy
2025
Q1
$521K Sell
2024
Q4
$654K Sell
2024
Q3
$649K Buy
2024
Q2
$542K Sell
2024
Q1
$705K Sell
2023
Q4
$1.01M Buy