Schwarz Dygos Wheeler Investment Advisors’s US Bancorp USB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,576	Closed	-$205K	–	148
2024 Q1	$205K	Buy	+4,576	New	+$205K	0.06%	142
2021 Q2	–	Sell	-4,671	Closed	-$258K	–	132
2021 Q1	$258K	Hold	4,671	–	–	0.11%	105
2020 Q4	$218K	Buy	+4,671	New	+$218K	0.1%	102