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Petros Family Wealth’s US Bancorp USB Stock Holding History

Petros Family Wealth’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 		$349K Sell
7,710
-266
-3% -$12K 0.32% 88
2025
Q1 		$337K Sell
7,976
-221
-3% -$9.33K 0.37% 77
2024
Q4 		$392K Buy
+8,197
New +$392K 0.42% 66