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Whipplewood Advisors’s US Bancorp USB Stock Holding History

Whipplewood Advisors’s Portfolio USB Stock Details USB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$324K Sell
7,155
-159
-2% -$7.2K 0.18% 121
2025
Q1 		$320K Sell
7,314
-245
-3% -$10.7K 0.19% 113
2024
Q4 		$362K Buy
+7,559
New +$362K 0.21% 109