A detailed history of Phillips Wealth Planners LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 11,813 shares of USB stock, worth $525,560. This represents 0.51% of its overall portfolio holdings.

Number of Shares
11,813
Previous 11,482 2.88%
Holding current value
$525,560
Previous $471 Million 2.38%
% of portfolio
0.51%
Previous 0.54%

Shares

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

Aug 02, 2024

BUY
$38.45 - $43.95 $12,726 - $14,547
331 Added 2.88%
11,813 $482 Million
Q1 2024

Apr 29, 2024

BUY
$39.91 - $44.7 $43,781 - $49,035
1,097 Added 10.56%
11,482 $471 Million
Q4 2023

Feb 12, 2024

SELL
$30.64 - $45.33 $35,205 - $52,084
-1,149 Reduced 9.96%
10,385 $417 Million
Q3 2023

Oct 30, 2023

BUY
$32.47 - $40.23 $9,448 - $11,706
291 Added 2.59%
11,534 $378 Million
Q2 2023

Jul 26, 2023

BUY
$28.68 - $36.01 $4,244 - $5,329
148 Added 1.33%
11,243 $371 Million
Q1 2023

May 15, 2023

SELL
$32.95 - $49.8 $21,022 - $31,772
-638 Reduced 5.44%
11,095 $365 Million
Q4 2022

Feb 14, 2023

BUY
$38.79 - $45.63 $455,123 - $535,376
11,733 New
11,733 $576 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 $66.1B
  • 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
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