MSWM
USB icon

Mowery & Schoenfeld Wealth Management’s US Bancorp USB Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.5K Hold
320
– – 0.02% 190
2025
Q1 		$13.5K Sell
320
-42
-12% -$1.78K 0.03% 238
2024
Q4 		$17.3K Buy
+362
New +$17.3K 0.03% 181