A detailed history of Capital Advisors Wealth Management, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 26,447 shares of USB stock, worth $1.39 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
26,447
Previous 27,407 3.5%
Holding current value
$1.39 Million
Previous $1.09 Million 11.12%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Oct 15, 2024

SELL
$39.04 - $47.23 $37,478 - $45,340
-960 Reduced 3.5%
26,447 $1.21 Million
Q2 2024

Jul 16, 2024

SELL
$38.45 - $43.95 $65,480 - $74,846
-1,703 Reduced 5.85%
27,407 $1.09 Million
Q1 2024

Apr 12, 2024

BUY
$39.91 - $44.7 $76,786 - $86,002
1,924 Added 7.08%
29,110 $1.3 Million
Q4 2023

Jan 08, 2024

BUY
$30.64 - $45.33 $25,798 - $38,167
842 Added 3.2%
27,186 $1.18 Million
Q3 2023

Oct 10, 2023

SELL
$32.47 - $40.23 $106,599 - $132,075
-3,283 Reduced 11.08%
26,344 $870,000
Q2 2023

Jul 11, 2023

BUY
$28.68 - $36.01 $330,766 - $415,303
11,533 Added 63.74%
29,627 $978,000
Q1 2023

Apr 14, 2023

BUY
$32.95 - $49.8 $91,007 - $137,547
2,762 Added 18.01%
18,094 $652,000
Q4 2022

Feb 09, 2023

BUY
$38.79 - $45.63 $150,505 - $177,044
3,880 Added 33.88%
15,332 $668,000
Q3 2022

Nov 14, 2022

BUY
$18.43 - $48.21 $211,060 - $552,100
11,452 New
11,452 $462,000
Q4 2021

Feb 04, 2022

SELL
$54.85 - $62.74 $251,651 - $287,851
-4,588 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$54.51 - $61.1 $926 - $1,038
17 Added 0.37%
4,588 $273,000
Q2 2021

Aug 13, 2021

BUY
$54.74 - $62.21 $13,575 - $15,428
248 Added 5.74%
4,571 $260,000
Q1 2021

Apr 20, 2021

BUY
$42.75 - $56.27 $184,808 - $243,255
4,323 New
4,323 $239,000

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 $78B
  • 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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.