TSWM
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Tyler-Stone Wealth Management’s US Bancorp USB Stock Holding History

Tyler-Stone Wealth Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-48
Closed -$1.91K – 905
2024
Q2 		$1.91K Hold
48
– – ﹤0.01% 860
2024
Q1 		$2.15K Sell
48
-350
-88% -$14.8K ﹤0.01% 843
2023
Q4 		$17.2K Hold
398
– – 0.01% 528
2023
Q3 		$13K Hold
398
– – 0.01% 558
2023
Q2 		$13K Buy
+398
New +$12.9K 0.01% 556
2022
Q4 		$49K Buy
1,127
+200
+22% +$8.56K 0.03% 324
2022
Q3 		$37K Hold
927
– – 0.03% 339
2022
Q2 		$43K Hold
927
– – 0.03% 340
2022
Q1 		$49K Buy
927
+24
+3% +$1.38K 0.03% 346
2021
Q4 		$51K Buy
+903
New +$53.4K 0.03% 357

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MB
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Geode Capital Management
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Aristotle Capital Management
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