U.S. Bancorp shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $309k | 6.8k | 45.73 |
| 2024-06-30 | $306k | 7.7k | 39.70 |
| 2024-03-31 | $408k | 9.1k | 44.70 |
| 2023-12-31 | $496k | 12k | 43.28 |
| 2023-09-30 | $291k | 8.8k | 33.06 |
| 2023-06-30 | $289k | 8.8k | 33.04 |
| 2023-03-31 | $510k | 14k | 36.05 |
| 2022-12-31 | $603k | 14k | 43.61 |
| 2022-09-30 | $574k | 14k | 40.35 |
| 2022-06-30 | $670k | 15k | 46.05 |
| 2022-03-31 | $773k | 15k | 53.13 |
| 2021-12-31 | $817k | 15k | 56.15 |
| 2021-09-30 | $895k | 15k | 59.43 |
| 2021-06-30 | $945k | 17k | 57.00 |
| 2021-03-31 | $917k | 17k | 55.31 |
| 2020-12-31 | $772k | 17k | 46.56 |
| 2020-09-30 | $622k | 17k | 35.86 |
| 2020-06-30 | $672k | 18k | 36.83 |
| 2020-03-31 | $1.2M | 35k | 34.44 |
| 2019-12-31 | $2.2M | 37k | 59.29 |
| 2019-09-30 | $1.9M | 35k | 55.34 |
| 2019-06-30 | $1.8M | 35k | 52.41 |
| 2019-03-31 | $1.7M | 35k | 48.18 |
| 2018-12-31 | $1.5M | 34k | 45.71 |
| 2018-09-30 | $1.6M | 31k | 52.82 |
| 2018-06-30 | $1.5M | 30k | 50.01 |
| 2018-03-31 | $1.5M | 30k | 50.49 |
| 2017-12-31 | $1.6M | 29k | 53.60 |
| 2017-09-30 | $1.5M | 28k | 53.58 |
| 2017-06-30 | $1.5M | 28k | 51.92 |
| 2017-03-31 | $1.5M | 29k | 51.51 |
| 2016-12-31 | $1.5M | 29k | 51.35 |
More positions owned by Concentric Wealth Management
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