TCWA
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Turtle Creek Wealth Advisors’s US Bancorp USB Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,291
Closed -$142K – 788
2023
Q4 		$142K Buy
+3,291
New +$142K 0.04% 165