Goal Vest Advisory LLC Us Bancorp \De\ Transaction History

Goal Vest Advisory LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$39.91 - $44.7 $4,110 - $4,604	103 Added 29.68%	450 $20,000
Q4 2023 Jan 02, 2024	BUY	$30.64 - $45.33 $6,311 - $9,337	206 Added 146.1%	347 $15,000
Q3 2023 Oct 10, 2023	BUY	$32.47 - $40.23 $4,545 - $5,632	140 Added 14000.0%	141 $4,000
Q3 2022 Oct 11, 2022	SELL	$18.43 - $48.21 $152,194 - $398,118	-8,258 Reduced 99.99%	1 $0
Q2 2022 Jul 06, 2022	SELL	$45.41 - $53.07 $228,639 - $267,207	-5,035 Reduced 37.87%	8,259 $384,000
Q1 2022 May 03, 2022	BUY	$52.65 - $63.25 $451,684 - $542,621	8,579 Added 181.95%	13,294 $707,000
Q2 2021 Sep 01, 2021	BUY	$54.74 - $62.21 $17,352 - $19,720	317 Added 7.21%	4,715 $269,000
Q1 2021 May 13, 2021	BUY	$42.75 - $56.27 $188,014 - $247,475	4,398 New	4,398 $243,000

1,901

1.17B

8.73M

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...

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

Stay updated on Goal Vest Advisory LLC with notifications on news.