TrinityPoint 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
2024
Q4
$495K Buy
2024
Q3
$463K Buy
2024
Q2
$348K Buy
2024
Q1
$343K Buy
2023
Q4
$308K Buy