Forza Wealth Management’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 | $528K | Buy |
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|
2025
Q2 | $489K | Buy |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $629K | Buy |
|