New Wave Wealth 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
$257K Hold
2025
Q2
$254K Buy
2025
Q1
$207K Sell
2024
Q4
$291K Sell
2024
Q3
$332K Sell
2024
Q2
$302K Buy