U.S. Bancorp shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $123k | 2.8k | 43.27 |
| 2023-09-30 | $89k | 2.7k | 33.06 |
| 2023-06-30 | $22M | 676k | 33.04 |
| 2023-03-31 | $22M | 606k | 36.05 |
| 2022-12-31 | $25M | 573k | 43.61 |
| 2022-09-30 | $22M | 542k | 40.32 |
| 2022-06-30 | $22M | 479k | 46.02 |
| 2022-03-31 | $18M | 335k | 53.15 |
| 2021-12-31 | $17M | 301k | 56.17 |
| 2021-09-30 | $17M | 278k | 59.44 |
| 2021-06-30 | $9.1M | 196k | 46.59 |
| 2021-03-31 | $12M | 222k | 55.31 |
| 2020-12-31 | $9.1M | 196k | 46.59 |
| 2020-09-30 | $6.7M | 188k | 35.85 |
| 2020-06-30 | $5.2M | 720 | 7223.61 |
| 2020-03-31 | $2.7M | 78k | 34.45 |
| 2019-12-31 | $3.6M | 61k | 59.29 |
| 2019-09-30 | $2.8M | 50k | 55.33 |
| 2019-06-30 | $2.2M | 41k | 52.40 |
| 2019-03-31 | $2.1M | 43k | 48.19 |
| 2018-12-31 | $1.6M | 36k | 45.69 |
| 2018-09-30 | $1.9M | 37k | 52.80 |
| 2018-06-30 | $1.6M | 32k | 50.22 |