WWA
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WCG Wealth Advisors’s US Bancorp USB Stock Holding History

WCG Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,562
Closed -$553K – 326
2024
Q4 		$553K Buy
+11,562
New +$553K 0.04% 248
2023
Q4 		– Sell
-12,845
Closed -$425K – 320
2023
Q3 		$425K Buy
+12,845
New +$425K 0.03% 247