Wealth Plan Investment Management, LLC Us Bancorp \De\ Transaction History

Wealth Plan Investment Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	SELL	$39.91 - $44.7 $332,609 - $372,529	-8,334 Reduced 63.66%	4,758 $212,000
Q4 2023 Jan 05, 2024	BUY	$30.64 - $45.33 $194,901 - $288,344	6,361 Added 94.5%	13,092 $566,000
Q3 2023 Nov 15, 2023	SELL	$32.47 - $40.23 $220,503 - $273,201	-6,791 Reduced 50.22%	6,731 $222,000
Q3 2023 Nov 09, 2023	BUY	$32.47 - $40.23 $332,460 - $411,914	10,239 Added 311.88%	13,522 $447,000
Q2 2023 Aug 14, 2023	BUY	$28.68 - $36.01 $88,994 - $111,739	3,103 Added 1723.89%	3,283 $108,000
Q2 2023 Jul 25, 2023	SELL	$28.68 - $36.01 $93,898 - $117,896	-3,274 Reduced 94.79%	180 $5,000
Q1 2023 May 08, 2023	SELL	$32.95 - $49.8 $428,481 - $647,599	-13,004 Reduced 79.01%	3,454 $124,000
Q4 2022 Feb 15, 2023	SELL	$38.79 - $45.63 $3,374 - $3,969	-87 Reduced 0.53%	16,458 $717,000
Q3 2022 Dec 12, 2022	BUY	$18.43 - $48.21 $4,128 - $10,799	224 Added 1.37%	16,545 $721,000
Q1 2022 Sep 07, 2022	BUY	$52.65 - $63.25 $859,300 - $1.03 Million	16,321 New	16,321 $792,000

1,901

1.17B

8.73M

Ticker USB
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,485,779,968
Market Cap $73.6B
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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