GWM
GSB Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
4,994
+194
| +4% | +$8.78K | 0.06% | 215 |
|
|
2025
Q1 | $203K | Buy |
4,800
+181
| +4% | +$7.64K | 0.05% | 204 |
|
|
2024
Q4 | $221K | Buy |
4,619
+35
| +0.8% | +$1.67K | 0.06% | 208 |
|
|
2024
Q3 | $210K | Buy |
+4,584
| New | +$210K | 0.05% | 212 |
|
|
2024
Q2 | – | Sell |
-4,551
| Closed | -$203K | – | 220 |
|
|
2024
Q1 | $203K | Buy |
+4,551
| New | +$203K | 0.06% | 212 |
|