A detailed history of Jeppson Wealth Management, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,054 shares of USB stock, worth $323,767. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,054
Previous 6,054 -0.0%
Holding current value
$323,767
Previous $240,000 15.0%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 05, 2024

SELL
$38.45 - $43.95 $9,535 - $10,899
-248 Reduced 3.94%
6,054 $240,000
Q1 2024

Apr 17, 2024

SELL
$39.91 - $44.7 $7,622 - $8,537
-191 Reduced 2.94%
6,302 $281,000
Q4 2023

Jan 11, 2024

BUY
$30.64 - $45.33 $198,945 - $294,327
6,493 New
6,493 $281,000
Q4 2022

Jan 27, 2023

BUY
$38.79 - $45.63 $54,655 - $64,292
1,409 Added 21.81%
7,869 $0
Q3 2022

Oct 20, 2022

BUY
$18.43 - $48.21 $119,057 - $311,436
6,460 New
6,460 $260,000
Q4 2020

Mar 05, 2021

SELL
$36.0 - $46.73 $31,464 - $40,842
-874 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$34.22 - $38.31 $29,908 - $33,482
874 New
874 $31,000

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 $79.5B
  • 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 Jeppson Wealth Management, LLC Portfolio

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

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.