LVW Advisors’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
$2.54M Buy
2025
Q2
$2.18M Buy
2025
Q1
$2.01M Sell
2024
Q4
$2.62M Sell
2024
Q3
$2.66M Buy
2024
Q2
$2.14M Buy
2024
Q1
$1.76M Buy
2023
Q4
$1.24M Buy
2023
Q3
$384K Buy
2023
Q2
Sell
2023
Q1
$238K Buy
2022
Q4
$219K Sell
2022
Q3
$216K Buy
2022
Q2
$241K Buy
2022
Q1
$270K Sell
2021
Q4
$287K Buy
2021
Q3
$280K Buy