A detailed history of Ullmann Wealth Partners Group, LLC transactions in Us Bancorp \De\ stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 13,213 shares of USB stock, worth $633,166. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,213
Previous 13,213 -0.0%
Holding current value
$633,166
Previous $524,000 15.27%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 07, 2024

BUY
$38.45 - $43.95 $4,960 - $5,669
129 Added 0.99%
13,213 $524,000
Q1 2024

May 10, 2024

BUY
$39.91 - $44.7 $52,481 - $58,780
1,315 Added 11.17%
13,084 $584,000
Q4 2023

Jan 11, 2024

BUY
$30.64 - $45.33 $3,094 - $4,578
101 Added 0.87%
11,769 $509,000
Q3 2023

Oct 13, 2023

BUY
$32.47 - $40.23 $681 - $844
21 Added 0.18%
11,668 $385,000
Q2 2023

Jul 13, 2023

BUY
$28.68 - $36.01 $717 - $900
25 Added 0.22%
11,647 $384,000
Q1 2023

Apr 11, 2023

BUY
$32.95 - $49.8 $35,816 - $54,132
1,087 Added 10.32%
11,622 $418,000
Q4 2022

Jan 18, 2023

SELL
$38.79 - $45.63 $1,357 - $1,597
-35 Reduced 0.33%
10,535 $0
Q3 2022

Oct 12, 2022

SELL
$18.43 - $48.21 $1,105 - $2,892
-60 Reduced 0.56%
10,570 $426,000
Q2 2022

Jul 13, 2022

BUY
$45.41 - $53.07 $299,206 - $349,678
6,589 Added 163.05%
10,630 $489,000
Q3 2021

Oct 19, 2021

BUY
$54.51 - $61.1 $1,907 - $2,138
35 Added 0.87%
4,041 $240,000
Q1 2021

Apr 14, 2021

BUY
$42.75 - $56.27 $171,256 - $225,417
4,006 New
4,006 $222,000
Q4 2019

Jan 14, 2020

SELL
$52.38 - $60.68 $219,891 - $254,734
-4,198 Closed
0 $0
Q1 2019

Apr 08, 2019

BUY
$45.7 - $52.45 $191,848 - $220,185
4,198 New
4,198 $202,000
Q4 2018

Jan 14, 2019

SELL
$43.76 - $55.0 $183,704 - $230,890
-4,198 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$51.61 - $55.63 $216,658 - $233,534
4,198
4,198 $232,000

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 Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, 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 Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.