GWWM
Great Waters Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
4,915
-371
| -7% | -$16.8K | 0.03% | 97 |
|
|
2025
Q1 | $223K | Sell |
5,286
-4,350
| -45% | -$184K | 0.03% | 91 |
|
|
2024
Q4 | $461K | Sell |
9,636
-3,030
| -24% | -$145K | 0.06% | 65 |
|
|
2024
Q3 | $579K | Buy |
12,666
+1,482
| +13% | +$67.8K | 0.08% | 59 |
|
|
2024
Q2 | $444K | Sell |
11,184
-200
| -2% | -$7.94K | 0.07% | 64 |
|
|
2024
Q1 | $509K | Sell |
11,384
-240
| -2% | -$10.7K | 0.08% | 63 |
|
|
2023
Q4 | $497K | Buy |
11,624
+143
| +1% | +$6.11K | 0.09% | 60 |
|
|
2023
Q3 | $366K | Sell |
11,481
-191
| -2% | -$6.09K | 0.07% | 64 |
|
|
2023
Q2 | $386K | Buy |
11,672
+56
| +0.5% | +$1.85K | 0.08% | 66 |
|
|
2023
Q1 | $389K | Buy |
11,616
+61
| +0.5% | +$2.05K | 0.08% | 67 |
|
|
2022
Q4 | $568K | Buy |
+11,555
| New | +$568K | 0.12% | 55 |
|