Finer Wealth Management’s United States Oil Fund USO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$325K	Buy	+2,553	New	+$226K	0.16%	71
2025 Q4	–	Sell	-2,825	Closed	-$208K	–	88
2025 Q3	$208K	Sell	2,825 -19	-0.7%	-$1.43K	0.1%	82
2025 Q2	$208K	Sell	2,844 -246	-8%	-$17.2K	0.11%	83
2025 Q1	$239K	Sell	3,090 -1,499	-33%	-$114K	0.14%	77
2024 Q4	$347K	Sell	4,589 -6	-0.1%	-$439	0.2%	70
2024 Q3	$321K	Sell	4,595 -197	-4%	-$14.8K	0.2%	69
2024 Q2	$381K	Sell	4,792 -132	-3%	-$10.2K	0.25%	60
2024 Q1	$388K	Sell	4,924 -757	-13%	-$54.6K	0.25%	60
2023 Q4	$379K	Sell	5,681 -1,756	-24%	-$127K	0.28%	59
2023 Q3	$601K	Hold	7,437	–	–	0.48%	46
2023 Q2	$473K	Sell	7,437 -190	-2%	-$12.4K	0.37%	54
2023 Q1	$507K	Sell	7,627 -284	-4%	-$18.9K	0.43%	54
2022 Q4	$555K	Buy	7,911 +1,832	+30%	+$128K	0.52%	47
2022 Q3	$397K	Sell	6,079 -138	-2%	-$10.1K	0.39%	57
2022 Q2	$499K	Sell	6,217 -826	-12%	-$67K	0.46%	49
2022 Q1	$522K	Sell	7,043 -63	-0.9%	-$4.24K	0.43%	50
2021 Q4	$386K	Buy	+7,106	New	+$387K	0.32%	64