U.S. Bancorp shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $2.5M | 45k | 55.34 |
| 2020-06-30 | $1.5M | 41k | 36.83 |
| 2020-03-31 | $1.4M | 41k | 34.44 |
| 2019-12-31 | $2.5M | 45k | 55.34 |
| 2019-09-30 | $2.5M | 45k | 55.34 |
| 2019-06-30 | $2.4M | 47k | 52.40 |
| 2019-03-31 | $2.2M | 47k | 48.19 |
| 2018-12-31 | $2.1M | 47k | 45.70 |
| 2018-09-30 | $2.7M | 51k | 52.81 |
| 2018-06-30 | $2.6M | 51k | 50.03 |
| 2018-03-31 | $2.6M | 52k | 50.49 |
| 2017-12-31 | $2.8M | 52k | 53.58 |
| 2017-09-30 | $2.8M | 52k | 53.58 |
| 2017-06-30 | $2.7M | 52k | 51.50 |
| 2017-03-31 | $2.7M | 52k | 51.50 |
| 2016-12-31 | $2.7M | 52k | 51.37 |
| 2016-09-30 | $1.9M | 45k | 42.90 |
| 2016-06-30 | $1.8M | 45k | 40.32 |
| 2016-03-31 | $1.8M | 45k | 40.59 |
| 2015-12-31 | $1.9M | 45k | 42.67 |
| 2015-09-30 | $1.9M | 46k | 41.00 |
| 2015-06-30 | $2.2M | 52k | 43.40 |
| 2015-03-31 | $1.3M | 30k | 43.66 |
| 2014-12-31 | $1.4M | 31k | 44.95 |
| 2014-09-30 | $1.3M | 31k | 41.83 |
| 2014-06-30 | $1.4M | 32k | 43.32 |
| 2014-03-31 | $1.2M | 29k | 42.87 |
More positions owned by Confluence Wealth Management
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