Summit Wealth & Retirement Planning, Inc. Us Bancorp \De\ Transaction History

Summit Wealth & Retirement Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 11, 2020	SELL	$28.93 - $59.2 $122,316 - $250,297	-4,228 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$52.38 - $60.68 $366 - $424	7 Added 0.17%	4,228 $251,000
Q3 2019 Nov 12, 2019	SELL	$50.9 - $57.38 $115,797 - $130,539	-2,275 Reduced 35.02%	4,221 $234,000
Q2 2019 Aug 06, 2019	BUY	$49.07 - $53.48 $343 - $374	7 Added 0.11%	6,496 $340,000
Q1 2019 May 08, 2019	BUY	$45.7 - $52.45 $274 - $314	6 Added 0.09%	6,489 $313,000
Q4 2018 Feb 08, 2019	BUY	$43.76 - $55.0 $283,696 - $356,565	6,483 New	6,483 $296,000

1,866

1.17B

6.99M

8.7M

Ticker USB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,485,779,968
Market Cap $66.4B
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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