Litman Gregory 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
$1.19M Sell
2025
Q2
$1.14M Buy
2025
Q1
$1.06M Hold
2024
Q4
$1.2M Sell
2024
Q3
$1.3M Sell
2024
Q2
$1.56M Hold
2024
Q1
$1.75M Sell
2023
Q4
$1.91M Sell
2023
Q3
$2.27M Buy