Winthrop Partners - WNY’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$570K Hold
2019
Q2
$540K Hold
2019
Q1
$505K Hold
2018
Q4
$471K Hold
2018
Q3
$544K Buy
2018
Q2
$500K Hold
2018
Q1
$506K Hold
2017
Q4
$553K Buy