Marshall Investment Management’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,611	Closed	-$152K	–	214
2025 Q1	$152K	Hold	3,611	–	–	0.09%	80
2024 Q4	$165K	Buy	+3,611	New	+$165K	0.1%	73