A detailed history of Defined Wealth Management, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Defined Wealth Management, LLC holds 11,454 shares of USB stock, worth $601,220. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,454
Previous 11,409 0.39%
Holding current value
$601,220
Previous $452,000 15.71%
% of portfolio
0.35%
Previous 0.32%

Shares

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

Oct 31, 2024

BUY
$39.04 - $47.23 $1,756 - $2,125
45 Added 0.39%
11,454 $523,000
Q2 2024

Aug 05, 2024

BUY
$38.45 - $43.95 $1,307 - $1,494
34 Added 0.3%
11,409 $452,000
Q4 2023

Jan 09, 2024

BUY
$30.64 - $45.33 $1,685 - $2,493
55 Added 0.49%
11,375 $492,000
Q3 2023

Oct 24, 2023

BUY
$32.47 - $40.23 $551 - $683
17 Added 0.15%
11,320 $374,000
Q2 2023

Jul 28, 2023

BUY
$28.68 - $36.01 $200 - $252
7 Added 0.06%
11,303 $373,000
Q1 2023

Apr 21, 2023

BUY
$32.95 - $49.8 $31,302 - $47,310
950 Added 9.18%
11,296 $407,000
Q4 2022

Jan 23, 2023

SELL
$38.79 - $45.63 $1,512 - $1,779
-39 Reduced 0.38%
10,346 $0
Q3 2021

Oct 21, 2021

BUY
$54.51 - $61.1 $4,905 - $5,499
90 Added 0.87%
10,385 $617,000
Q4 2020

Mar 09, 2021

BUY
$36.0 - $46.73 $370,620 - $481,085
10,295 New
10,295 $480,000

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
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