Partners Capital Investment Group’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	$3.73M	Sell	82,331 -105,521	-56%	-$4.77M	0.15%	77
2025 Q1	$7.93M	Buy	187,852 +89,673	+91%	+$3.79M	0.13%	83
2024 Q4	$4.7M	Sell	98,179 -154,597	-61%	-$7.39M	0.13%	70
2024 Q3	$11.6M	Sell	252,776 -14,595	-5%	-$667K	0.18%	62
2024 Q2	$10.6M	Buy	+267,371	New	+$10.6M	0.18%	65