Concord Wealth Partners Us Bancorp \De\ Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Us Bancorp \De\ stock. As of the latest transaction made, Concord Wealth Partners holds 1,065 shares of USB stock, worth $48,617. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,065
Previous 1,276 16.54%
Holding current value
$48,617
Previous $53,000 9.43%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$36.4 - $45.76 $7,680 - $9,655
-211 Reduced 16.54%
1,065 $48,000
Q1 2025

May 02, 2025
SELL
$40.92 - $50.9 $5,974 - $7,431
-146 Reduced 10.27%
1,276 $53,000
Q4 2024

Jan 23, 2025
SELL
$43.98 - $53.66 $154,765 - $188,829
-3,519 Reduced 71.22%
1,422 $68,000
Q3 2024

Oct 24, 2024
BUY
$39.04 - $47.23 $22,096 - $26,732
566 Added 12.94%
4,941 $225,000
Q2 2024

Jul 31, 2024
SELL
$38.45 - $43.95 $29,721 - $33,973
-773 Reduced 15.02%
4,375 $173,000
Q1 2024

Apr 30, 2024
SELL
$39.91 - $44.7 $189,532 - $212,280
-4,749 Reduced 47.98%
5,148 $230,000
Q4 2023

Apr 30, 2024
SELL
$30.64 - $45.33 $35,818 - $52,990
-1,169 Reduced 10.56%
9,897 $428,000
Q4 2023

Feb 05, 2024
SELL
$30.64 - $45.33 $35,818 - $52,990
-1,169 Reduced 10.56%
9,897 $428,000
Q3 2023

Apr 30, 2024
BUY
$32.47 - $40.23 $37,957 - $47,028
1,169 Added 11.81%
11,066 $365,000
Q3 2023

Oct 25, 2023
BUY
$32.47 - $40.23 $88,513 - $109,666
2,726 Added 32.69%
11,066 $365,000
Q2 2023

Aug 07, 2023
BUY
$28.68 - $36.01 $93,181 - $116,996
3,249 Added 63.82%
8,340 $275,000
Q1 2023

Apr 26, 2023
SELL
$32.95 - $49.8 $87,679 - $132,517
-2,661 Reduced 34.33%
5,091 $183,000
Q4 2022

Jan 27, 2023
SELL
$38.79 - $45.63 $98,836 - $116,265
-2,548 Reduced 24.74%
7,752 $338,000
Q3 2022

Nov 10, 2022
SELL
$18.43 - $48.21 $4,754 - $12,438
-258 Reduced 2.44%
10,300 $415,000
Q2 2022

Aug 04, 2022
BUY
$45.41 - $53.07 $59,396 - $69,415
1,308 Added 14.14%
10,558 $486,000
Q1 2022

Apr 20, 2022
BUY
$52.65 - $63.25 $38,065 - $45,729
723 Added 8.48%
9,250 $492,000
Q4 2021

Jan 21, 2022
BUY
$54.85 - $62.74 $282,587 - $323,236
5,152 Added 152.65%
8,527 $479,000
Q3 2021

Nov 09, 2021
SELL
$54.51 - $61.1 $211,662 - $237,251
-3,883 Reduced 53.5%
3,375 $201,000
Q2 2021

Jul 29, 2021
BUY
$54.74 - $62.21 $86,106 - $97,856
1,573 Added 27.67%
7,258 $413,000
Q1 2021

May 13, 2021
BUY
$42.75 - $56.27 $165,528 - $217,877
3,872 Added 213.57%
5,685 $314,000
Q4 2020

Feb 16, 2021
BUY
$36.0 - $46.73 $65,268 - $84,721
1,813 New
1,813 $84,000

Others Institutions Holding USB

# of Institutions
2,131
Shares Held
1.16B
Call Options Held
9.96M
Put Options Held
6.51M
View Full List

About US BANCORP \DE\

USB Quotes by TradingView
  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $67.8B
  • 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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email