LGWM
Litman Gregory Wealth Management’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
25,088
+50
| +0.2% | +$2.26K | 0.09% | 76 |
|
|
2025
Q1 | $1.06M | Hold |
25,038
| – | – | 0.09% | 75 |
|
|
2024
Q4 | $1.2M | Sell |
25,038
-3,387
| -12% | -$162K | 0.1% | 64 |
|
|
2024
Q3 | $1.3M | Sell |
28,425
-10,750
| -27% | -$492K | 0.11% | 64 |
|
|
2024
Q2 | $1.56M | Hold |
39,175
| – | – | 0.14% | 60 |
|
|
2024
Q1 | $1.75M | Sell |
39,175
-5,000
| -11% | -$224K | 0.16% | 58 |
|
|
2023
Q4 | $1.91M | Sell |
44,175
-24,468
| -36% | -$1.06M | 0.18% | 56 |
|
|
2023
Q3 | $2.27M | Buy |
+68,643
| New | +$2.27M | 0.23% | 51 |
|