Marks Group Wealth Management, Inc Us Bancorp \De\ Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Us Bancorp \De\ stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 48,073 shares of USB stock, worth $2.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

48,073

Previous 48,506 0.89%

Holding current value

$2.3 Million

Previous $1.93 Million 14.18%

% of portfolio

0.22%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$39.04 - $47.23 $16,904 - $20,450	-433 Reduced 0.89%	48,073 $2.2 Million
Q2 2024 Aug 14, 2024	SELL	$38.45 - $43.95 $25,607 - $29,270	-666 Reduced 1.35%	48,506 $1.93 Million
Q1 2024 Apr 29, 2024	SELL	$39.91 - $44.7 $125,796 - $140,894	-3,152 Reduced 6.02%	49,172 $2.2 Million
Q4 2023 Feb 01, 2024	SELL	$30.64 - $45.33 $177,803 - $263,049	-5,803 Reduced 9.98%	52,324 $2.26 Million
Q3 2023 Oct 30, 2023	BUY	$32.47 - $40.23 $1.16 Million - $1.44 Million	35,763 Added 159.91%	58,127 $1.92 Million
Q2 2023 Jul 19, 2023	SELL	$28.68 - $36.01 $38,660 - $48,541	-1,348 Reduced 5.68%	22,364 $738,000
Q1 2023 May 03, 2023	BUY	$32.95 - $49.8 $75,817 - $114,589	2,301 Added 10.75%	23,712 $854,000
Q4 2022 Feb 06, 2023	BUY	$38.79 - $45.63 $465 - $547	12 Added 0.06%	21,411 $933,000
Q3 2022 Nov 10, 2022	BUY	$18.43 - $48.21 $1,161 - $3,037	63 Added 0.3%	21,399 $863,000
Q2 2022 Aug 09, 2022	BUY	$45.41 - $53.07 $8,446 - $9,871	186 Added 0.88%	21,336 $982,000
Q1 2022 May 10, 2022	SELL	$52.65 - $63.25 $16,690 - $20,050	-317 Reduced 1.48%	21,150 $1.12 Million
Q4 2021 Feb 14, 2022	BUY	$54.85 - $62.74 $208,868 - $238,913	3,808 Added 21.56%	21,467 $1.02 Million
Q3 2021 Nov 15, 2021	BUY	$54.51 - $61.1 $746,896 - $837,192	13,702 Added 346.27%	17,659 $1.05 Million
Q2 2021 Aug 10, 2021	SELL	$54.74 - $62.21 $5,638 - $6,407	-103 Reduced 2.54%	3,957 $226,000
Q1 2021 May 17, 2021	BUY	$42.75 - $56.27 $173,565 - $228,456	4,060 New	4,060 $225,000
Q1 2020 Apr 23, 2020	SELL	$28.93 - $59.2 $145,402 - $297,539	-5,026 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$52.38 - $60.68 $263,261 - $304,977	5,026 New	5,026 $298,000

Others Institutions Holding USB

# of Institutions

1,919

Shares Held

1.13B

Call Options Held

9.99M

Put Options Held

9.84M

View Full List

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...

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Marks Group Wealth Management, Inc Us Bancorp \De\ Transaction History