Philip James Wealth Mangement’s US Bancorp USB Stock Holding History

Philip James Wealth Mangement’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.71M	Sell
2025 Q2	$4.07M	Sell
2025 Q1	$4.58M	Sell
2024 Q4	$5.56M	Sell
2024 Q3	$6.41M	Buy
2024 Q2	–	Sell
2024 Q1	$231K	Sell
2023 Q4	$250K	Buy