A detailed history of Ever Source Wealth Advisors, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,012 shares of USB stock, worth $198,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,012
Previous 4,393 8.67%
Holding current value
$198,834
Previous $196,000 18.88%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$38.45 - $43.95 $14,649 - $16,744
-381 Reduced 8.67%
4,012 $159,000
Q1 2024

Jun 11, 2024

BUY
$39.91 - $44.7 $25,382 - $28,429
636 Added 16.93%
4,393 $196,000
Q4 2023

Feb 09, 2024

BUY
$30.64 - $45.33 $8,732 - $12,919
285 Added 8.21%
3,757 $162,000
Q3 2023

Nov 03, 2023

BUY
$32.47 - $40.23 $2,792 - $3,459
86 Added 2.54%
3,472 $114,000
Q2 2023

Aug 04, 2023

SELL
$28.68 - $36.01 $498,487 - $625,889
-17,381 Reduced 83.7%
3,386 $111,000
Q1 2023

May 11, 2023

BUY
$32.95 - $49.8 $8,138 - $12,300
247 Added 1.2%
20,767 $748,000
Q4 2022

Feb 09, 2023

BUY
$38.79 - $45.63 $34,329 - $40,382
885 Added 4.51%
20,520 $895,000
Q3 2022

Nov 07, 2022

SELL
$18.43 - $48.21 $8,606 - $22,514
-467 Reduced 2.32%
19,635 $792,000
Q2 2022

Aug 01, 2022

SELL
$45.41 - $53.07 $32,422 - $37,891
-714 Reduced 3.43%
20,102 $926,000
Q1 2022

May 25, 2022

SELL
$52.65 - $63.25 $5,949 - $7,147
-113 Reduced 0.54%
20,816 $1.11 Million
Q4 2021

Feb 07, 2022

BUY
$54.85 - $62.74 $1.15 Million - $1.31 Million
20,929 New
20,929 $1.18 Million

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 $73.6B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.