U.S. Bancorp shares owned by Burns Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $381k | 12k | 33.06 |
| 2023-06-30 | $396k | 12k | 33.04 |
| 2023-03-31 | $386k | 11k | 36.05 |
| 2022-12-31 | $476k | 11k | 43.61 |
| 2022-09-30 | $495k | 12k | 40.30 |
| 2022-06-30 | $708k | 15k | 46.03 |
| 2022-03-31 | $702k | 13k | 53.11 |
| 2021-12-31 | $647k | 12k | 56.17 |
| 2021-09-30 | $1.2M | 21k | 59.42 |
| 2021-06-30 | $748k | 13k | 56.96 |
| 2021-03-31 | $1.1M | 21k | 55.29 |
| 2020-12-31 | $6.7M | 145k | 46.59 |
| 2020-09-30 | $9.3M | 305k | 30.51 |
| 2020-06-30 | $4.6M | 124k | 36.82 |
| 2020-03-31 | $3.2M | 94k | 34.45 |
| 2019-12-31 | $5.6M | 94k | 59.29 |
| 2019-09-30 | $5.2M | 93k | 55.34 |
| 2019-06-30 | $4.8M | 93k | 52.40 |
| 2019-03-31 | $4.6M | 96k | 48.19 |
| 2018-12-31 | $4.6M | 100k | 45.70 |
| 2018-09-30 | $5.1M | 98k | 52.81 |
| 2018-06-30 | $4.7M | 93k | 50.02 |
| 2018-03-31 | $4.6M | 91k | 50.50 |
| 2017-12-31 | $4.7M | 88k | 53.58 |
| 2017-09-30 | $4.7M | 87k | 53.59 |
| 2017-06-30 | $4.5M | 86k | 51.92 |
| 2017-03-31 | $4.2M | 84k | 49.69 |
| 2016-12-31 | $4.5M | 87k | 51.37 |
| 2016-09-30 | $4.1M | 91k | 44.76 |
| 2016-06-30 | $3.7M | 92k | 40.33 |
| 2016-03-31 | $3.7M | 91k | 40.59 |
| 2015-12-31 | $3.4M | 87k | 39.86 |
| 2015-09-30 | $3.5M | 86k | 41.00 |
| 2015-03-31 | $3.6M | 84k | 42.94 |
| 2014-12-31 | $3.6M | 83k | 42.96 |
| 2014-09-30 | $3.5M | 83k | 41.83 |
| 2014-06-30 | $3.6M | 83k | 43.37 |
| 2014-03-31 | $3.5M | 87k | 40.47 |
| 2013-12-31 | $3.6M | 87k | 41.45 |
| 2013-09-30 | $3.4M | 89k | 37.67 |
| 2013-06-30 | $3.3M | 89k | 37.11 |
| 2013-03-31 | $2.9M | 86k | 33.28 |