A detailed history of Philip James Wealth Mangement, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 140,260 shares of USB stock, worth $7.16 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
140,260
Holding current value
$7.16 Million
% of portfolio
0.79%

Shares

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

Oct 31, 2024

BUY
$39.04 - $47.23 $5.48 Million - $6.62 Million
140,260 New
140,260 $6.41 Billion
Q1 2024

Apr 29, 2024

SELL
$39.91 - $44.7 $24,544 - $27,490
-615 Reduced 10.63%
5,172 $231 Million
Q4 2023

Jan 29, 2024

BUY
$30.64 - $45.33 $177,313 - $262,324
5,787 New
5,787 $250 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 $75.8B
  • 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 Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.