Simplicity Wealth’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
$644K Sell
2025
Q2
$680K Buy
2025
Q1
$205K Buy
2024
Q3
Sell
2024
Q2
$1.62M Sell
2024
Q1
$2.14M Buy