York Bridge Wealth Partners, LLC Us Bancorp \De\ Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	BUY	$18.43 - $48.21 $35,477 - $92,804	1,925 Added 14.67%	15,047 $607,000
Q2 2022 Jul 15, 2022	BUY	$45.41 - $53.07 $75,062 - $87,724	1,653 Added 14.41%	13,122 $604,000
Q1 2022 Apr 15, 2022	BUY	$52.65 - $63.25 $26,061 - $31,308	495 Added 4.51%	11,469 $610,000
Q4 2021 Jan 19, 2022	SELL	$54.85 - $62.74 $1,261 - $1,443	-23 Reduced 0.21%	10,974 $616,000
Q3 2021 Oct 22, 2021	BUY	$54.51 - $61.1 $100,516 - $112,668	1,844 Added 20.15%	10,997 $654,000
Q2 2021 Jul 22, 2021	BUY	$54.74 - $62.21 $83,971 - $95,430	1,534 Added 20.13%	9,153 $521,000
Q1 2021 Apr 15, 2021	BUY	$42.75 - $56.27 $89,347 - $117,604	2,090 Added 37.8%	7,619 $421,000
Q4 2020 Jan 19, 2021	SELL	$36.0 - $46.73 $24,372 - $31,636	-677 Reduced 10.91%	5,529 $258,000
Q3 2020 Oct 19, 2020	SELL	$34.22 - $38.31 $6,809 - $7,623	-199 Reduced 3.11%	6,206 $222,000
Q2 2020 Jul 20, 2020	SELL	$29.45 - $43.51 $9,041 - $13,357	-307 Reduced 4.57%	6,405 $236,000
Q1 2020 Apr 16, 2020	BUY	$28.93 - $59.2 $16,056 - $32,856	555 Added 9.01%	6,712 $231,000
Q4 2019 Jan 17, 2020	BUY	$52.38 - $60.68 $21,109 - $24,454	403 Added 7.0%	6,157 $365,000
Q3 2019 Oct 21, 2019	BUY	$50.9 - $57.38 $6,311 - $7,115	124 Added 2.2%	5,754 $318,000
Q2 2019 Jul 18, 2019	SELL	$49.07 - $53.48 $208,940 - $227,717	-4,258 Reduced 43.06%	5,630 $295,000
Q1 2019 May 09, 2019	BUY	$45.7 - $52.45 $29,659 - $34,040	649 Added 7.02%	9,888 $477,000
Q4 2018 Feb 14, 2019	SELL	$43.76 - $55.0 $34,089 - $42,845	-779 Reduced 7.78%	9,239 $422,000
Q3 2018 Nov 14, 2018	SELL	$49.93 - $55.35 $2,995 - $3,321	-60 Reduced 0.6%	10,018 $529,000
Q2 2018 Aug 10, 2018	BUY	$48.86 - $52.05 $50,472 - $53,767	1,033 Added 11.42%	10,078 $504,000
Q1 2018 May 15, 2018	BUY	$49.25 - $58.11 $79,391 - $93,673	1,612 Added 21.69%	9,045 $463,000
Q4 2017 Feb 12, 2018	BUY	$51.61 - $55.63 $34,320 - $36,993	665 Added 9.83%	7,433 $406,000
Q3 2017 Oct 27, 2017	BUY	$49.86 - $54.15 $51,505 - $55,936	1,033 Added 18.01%	6,768 $363,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,735	5,735 $302,000

Others Institutions Holding USB

# of Institutions

1,901

Shares Held

1.17B

Call Options Held

Put Options Held

8.73M

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About US BANCORP \DE\

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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