U.S. Bancorp shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in U.S. Bancorp
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All positions including U.S. Bancorp held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in U.S. Bancorp by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 8.1k | 48.33 |
| 2025-06-30 | $366k | 8.1k | 45.25 |
| 2025-03-31 | $341k | 8.1k | 42.22 |
| 2024-12-31 | $387k | 8.1k | 47.83 |
| 2024-09-30 | $370k | 8.1k | 45.73 |
| 2024-06-30 | $321k | 8.1k | 39.70 |
| 2024-03-31 | $361k | 8.1k | 44.70 |
| 2023-12-31 | $350k | 8.1k | 43.28 |
| 2023-09-30 | $267k | 8.1k | 33.06 |
| 2023-06-30 | $267k | 8.1k | 33.04 |
| 2023-03-31 | $361k | 10k | 36.05 |
| 2022-12-31 | $435k | 10k | 43.59 |
| 2022-09-30 | $402k | 10k | 40.28 |
| 2022-06-30 | $459k | 10k | 45.99 |
| 2022-03-31 | $530k | 10k | 53.11 |
| 2021-12-31 | $607k | 11k | 56.16 |
| 2021-09-30 | $642k | 11k | 59.40 |
| 2021-06-30 | $616k | 11k | 56.99 |
| 2021-03-31 | $598k | 11k | 55.33 |
| 2020-12-31 | $504k | 11k | 46.63 |
| 2020-09-30 | $44k | 1.2k | 35.69 |
| 2020-06-30 | $45k | 1.2k | 36.50 |
| 2020-03-31 | $42k | 1.2k | 34.06 |
| 2019-12-31 | $78k | 1.3k | 59.63 |
| 2019-09-30 | $625k | 11k | 55.37 |
| 2019-06-30 | $615k | 12k | 52.39 |
| 2019-03-31 | $567k | 12k | 48.16 |
| 2018-12-31 | $539k | 12k | 45.72 |
| 2018-09-30 | $623k | 12k | 52.85 |
| 2018-06-30 | $592k | 12k | 50.03 |
| 2018-03-31 | $598k | 12k | 50.54 |
| 2017-12-31 | $636k | 12k | 53.54 |
| 2017-09-30 | $660k | 12k | 53.56 |
| 2017-06-30 | $639k | 12k | 51.85 |
| 2017-03-31 | $635k | 12k | 51.53 |
| 2016-12-31 | $651k | 13k | 51.37 |
| 2016-09-30 | $528k | 12k | 42.85 |
| 2016-06-30 | $496k | 12k | 40.25 |
| 2016-03-31 | $45k | 13k | 3.50 |
| 2015-12-31 | $547k | 13k | 42.60 |
| 2015-09-30 | $526k | 13k | 40.96 |
| 2015-06-30 | $584k | 14k | 43.42 |
| 2015-03-31 | $587k | 14k | 43.67 |
| 2014-12-31 | $615k | 14k | 45.72 |