U.S. Bancorp shares owned by Wealth Management Group
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 106k | 44.70 |
| 2023-12-31 | $412k | 9.5k | 43.28 |
| 2023-09-30 | $350k | 11k | 33.06 |
| 2023-06-30 | $399k | 12k | 33.04 |
| 2023-03-31 | $652k | 18k | 36.05 |
| 2022-12-31 | $850k | 20k | 43.59 |
| 2022-09-30 | $785k | 20k | 40.31 |
| 2022-06-30 | $989k | 22k | 46.00 |
| 2022-03-31 | $1.5M | 28k | 53.15 |
| 2021-12-31 | $1.7M | 30k | 56.15 |
| 2021-09-30 | $1.8M | 30k | 59.43 |
| 2021-06-30 | $6.0M | 105k | 56.97 |
| 2021-03-31 | $6.3M | 113k | 55.31 |
| 2020-12-31 | $4.8M | 102k | 46.60 |
| 2020-09-30 | $267k | 7.5k | 35.83 |
| 2020-06-30 | $238k | 6.5k | 36.75 |
| 2020-03-31 | $207k | 6.0k | 34.50 |
| 2019-12-31 | $2.0M | 34k | 59.29 |
| 2019-09-30 | $360k | 6.5k | 55.40 |
| 2019-06-30 | $314k | 6.0k | 52.33 |
| 2019-03-31 | $289k | 6.0k | 48.17 |