A detailed history of Axxcess Wealth Management, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,960 shares of USB stock, worth $657,590. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,960
Previous 13,593 4.66%
Holding current value
$657,590
Previous $539,000 9.83%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$39.04 - $47.23 $24,712 - $29,896
-633 Reduced 4.66%
12,960 $592,000
Q2 2024

Aug 09, 2024

SELL
$38.45 - $43.95 $648,766 - $741,568
-16,873 Reduced 55.38%
13,593 $539,000
Q1 2024

May 14, 2024

BUY
$39.91 - $44.7 $395,228 - $442,664
9,903 Added 48.16%
30,466 $1.36 Million
Q4 2023

Feb 06, 2024

BUY
$30.64 - $45.33 $169,868 - $251,309
5,544 Added 36.91%
20,563 $889,000
Q3 2023

Nov 14, 2023

BUY
$32.47 - $40.23 $36,009 - $44,615
1,109 Added 7.97%
15,019 $496,000
Q2 2023

Aug 08, 2023

BUY
$28.68 - $36.01 $199,125 - $250,017
6,943 Added 99.66%
13,910 $459,000
Q1 2023

May 03, 2023

SELL
$32.95 - $49.8 $162,575 - $245,713
-4,934 Reduced 41.46%
6,967 $251,000
Q4 2022

Feb 14, 2023

SELL
$38.79 - $45.63 $245,695 - $289,020
-6,334 Reduced 34.74%
11,901 $519,000
Q3 2022

Nov 14, 2022

BUY
$18.43 - $48.21 $35,864 - $93,816
1,946 Added 11.95%
18,235 $735,000
Q2 2022

Aug 11, 2022

BUY
$45.41 - $53.07 $141,997 - $165,949
3,127 Added 23.76%
16,289 $749,000
Q1 2022

Aug 11, 2022

BUY
$52.65 - $63.25 $232,660 - $279,501
4,419 Added 50.54%
13,162 $700,000
Q4 2021

Aug 11, 2022

BUY
$54.85 - $62.74 $479,553 - $548,535
8,743 New
8,743 $491,000

Others Institutions Holding USB

About US BANCORP \DE\


  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $75.4B
  • Description
  • U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...
More about USB
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.