Precision Wealth Strategies’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
$815K Hold
2025
Q2
$763K Buy
2025
Q1
$566K Buy
2024
Q4
$526K Hold
2024
Q3
$503K Hold
2024
Q2
$437K Hold
2024
Q1
$492K Sell
2023
Q4
$506K Sell
2023
Q3
$507K Sell
2023
Q2
$1.18M Sell
2023
Q1
$1.38M Buy
2022
Q4
$475K Sell
2022
Q3
$588K Hold
2022
Q2
$648K Hold
2022
Q1
$760K Buy
2021
Q4
$777K Buy
2021
Q3
$773K Sell
2021
Q2
$745K Buy
2021
Q1
$674K Sell
2020
Q4
$708K Buy