WFA
West Financial Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Hold |
3,725
| – | – | 0.03% | 62 |
|
|
2025
Q1 | $157K | Sell |
3,725
-604
| -14% | -$25.5K | 0.03% | 67 |
|
|
2024
Q4 | $207K | Buy |
+4,329
| New | +$207K | 0.04% | 56 |
|
|
2022
Q2 | – | Sell |
-148
| Closed | -$8K | – | 198 |
|
|
2022
Q1 | $8K | Buy |
148
+40
| +37% | +$2.16K | ﹤0.01% | 149 |
|
|
2021
Q4 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 155 |
|