U.S. Bancorp shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $372k | 11k | 33.06 |
| 2023-06-30 | $289k | 8.8k | 33.04 |
| 2023-03-31 | $348k | 9.6k | 36.05 |
| 2022-12-31 | $452k | 10k | 43.61 |
| 2022-09-30 | $432k | 11k | 40.34 |
| 2022-06-30 | $493k | 11k | 46.03 |
| 2022-03-31 | $442k | 8.3k | 53.19 |
| 2021-12-31 | $607k | 11k | 56.21 |
| 2021-09-30 | $1.0M | 17k | 59.45 |
| 2021-06-30 | $1.2M | 21k | 56.99 |
| 2021-03-31 | $1.0M | 17k | 60.18 |
| 2020-12-31 | $622k | 13k | 46.56 |
| 2020-09-30 | $721k | 20k | 35.85 |
| 2020-06-30 | $776k | 21k | 36.84 |
| 2020-03-31 | $820k | 24k | 34.46 |
| 2019-12-31 | $1.3M | 22k | 59.30 |
| 2019-09-30 | $1.2M | 22k | 55.33 |
| 2019-06-30 | $1.1M | 21k | 52.38 |
| 2019-03-31 | $1.0M | 21k | 48.21 |
| 2018-12-31 | $955k | 21k | 45.69 |
| 2018-09-30 | $1.0M | 19k | 52.79 |
| 2018-06-30 | $970k | 19k | 50.02 |
| 2018-03-31 | $375k | 7.4k | 50.56 |
| 2017-12-31 | $502k | 9.4k | 53.59 |
| 2017-09-30 | $502k | 9.4k | 53.59 |
| 2017-06-30 | $655k | 13k | 51.96 |
| 2017-03-31 | $549k | 11k | 51.52 |
| 2016-12-31 | $547k | 11k | 51.33 |
| 2016-09-30 | $419k | 9.8k | 42.90 |
| 2016-06-30 | $397k | 9.8k | 40.35 |
| 2016-03-31 | $31k | 765 | 40.52 |
| 2015-12-31 | $33k | 765 | 43.14 |
| 2015-09-30 | $11k | 265 | 41.51 |
| 2015-06-30 | $15k | 335 | 44.78 |
| 2015-03-31 | $15k | 335 | 44.78 |