Opal 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
2026
Q1
$39.7K Buy
2025
Q3
Sell
2025
Q2
$42.3K Sell
2025
Q1
$44.3K Buy
2024
Q3
Sell
2024
Q2
$54.9K Sell
2024
Q1
$126K Buy
2022
Q3
Sell
2022
Q2
$243K Sell
2022
Q1
$296K Buy
2021
Q4
$297K Sell
2021
Q3
$326K Buy
2021
Q2
$296K Sell
2021
Q1
$372K Sell
2020
Q4
$340K Buy