GC Wealth Management RIA’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	$1.17M	Buy	+25,851	New	+$1.17M	0.1%	185
2024 Q2	–	Sell	-5,117	Closed	-$229K	–	289
2024 Q1	$229K	Sell	5,117 -132	-3%	-$5.9K	0.05%	255
2023 Q4	$227K	Buy	+5,249	New	+$227K	0.1%	198