A detailed history of Jfs Wealth Advisors, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 12,669 shares of USB stock, worth $607,098. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,669
Previous 2,857 343.44%
Holding current value
$607,098
Previous $113,000 412.39%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$39.04 - $47.23 $383,060 - $463,420
9,812 Added 343.44%
12,669 $579,000
Q2 2024

Jul 15, 2024

SELL
$38.45 - $43.95 $2,729 - $3,120
-71 Reduced 2.42%
2,857 $113,000
Q1 2024

Apr 30, 2024

SELL
$39.91 - $44.7 $9,498 - $10,638
-238 Reduced 7.52%
2,928 $130,000
Q4 2023

Feb 07, 2024

BUY
$30.64 - $45.33 $17,066 - $25,248
557 Added 21.35%
3,166 $137,000
Q3 2023

Nov 02, 2023

BUY
$32.47 - $40.23 $38,476 - $47,672
1,185 Added 83.22%
2,609 $86,000
Q2 2023

Aug 07, 2023

BUY
$28.68 - $36.01 $5,936 - $7,454
207 Added 17.01%
1,424 $47,000
Q1 2023

Apr 19, 2023

SELL
$32.95 - $49.8 $5,370 - $8,117
-163 Reduced 11.81%
1,217 $43,000
Q4 2022

Feb 13, 2023

SELL
$38.79 - $45.63 $1,163 - $1,368
-30 Reduced 2.13%
1,380 $60,000
Q3 2022

Oct 21, 2022

BUY
$18.43 - $48.21 $3,169 - $8,292
172 Added 13.89%
1,410 $57,000
Q2 2022

Aug 02, 2022

SELL
$45.41 - $53.07 $6,311 - $7,376
-139 Reduced 10.09%
1,238 $57,000
Q1 2022

May 02, 2022

BUY
$52.65 - $63.25 $28,325 - $34,028
538 Added 64.12%
1,377 $73,000
Q4 2021

Feb 03, 2022

BUY
$54.85 - $62.74 $5,594 - $6,399
102 Added 13.84%
839 $47,000
Q3 2021

Nov 09, 2021

BUY
$54.51 - $61.1 $40,173 - $45,030
737 New
737 $44,000
Q1 2021

Apr 28, 2021

SELL
$42.75 - $56.27 $5,472 - $7,202
-128 Closed
0 $0
Q4 2020

Feb 01, 2021

BUY
$36.0 - $46.73 $1,116 - $1,448
31 Added 31.96%
128 $6,000
Q1 2020

Apr 29, 2020

SELL
$28.93 - $59.2 $723 - $1,480
-25 Reduced 20.49%
97 $3,000
Q4 2019

Feb 03, 2020

BUY
$52.38 - $60.68 $5,080 - $5,885
97 Added 388.0%
122 $7,000
Q3 2019

Oct 31, 2019

BUY
$50.9 - $57.38 $1,272 - $1,434
25 New
25 $1,000
Q3 2018

Nov 09, 2018

SELL
$49.93 - $55.35 $7,789 - $8,634
-156 Closed
0 $0
Q2 2018

Jul 26, 2018

BUY
$48.86 - $52.05 $293 - $312
6 Added 4.0%
156 $8,000
Q4 2017

Jan 31, 2018

BUY
$51.61 - $55.63 $7,741 - $8,344
150
150 $8,000

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 $71.2B
  • 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 Jfs Wealth Advisors, LLC Portfolio

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.