West Financial Advisors’s US Bancorp USB Stock Holding History

West Financial Advisors’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
2025 Q3	$180K	Hold
2025 Q2	$169K	Hold
2025 Q1	$157K	Sell
2024 Q4	$207K	Buy
2022 Q2	–	Sell
2022 Q1	$8K	Buy
2021 Q4	$6K	Buy