U.S. Bancorp shares owned by Defined Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in U.S. Bancorp
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All positions including U.S. Bancorp held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in U.S. Bancorp by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $524k | 12k | 45.73 |
| 2024-06-30 | $453k | 11k | 39.70 |
| 2024-03-31 | $509k | 11k | 44.70 |
| 2023-12-31 | $492k | 11k | 43.28 |
| 2023-09-30 | $374k | 11k | 33.06 |
| 2023-06-30 | $374k | 11k | 33.04 |
| 2023-03-31 | $407k | 11k | 36.05 |
| 2022-12-31 | $451k | 10k | 43.61 |
| 2022-09-30 | $419k | 10k | 40.35 |
| 2022-06-30 | $478k | 10k | 46.03 |
| 2022-03-31 | $552k | 10k | 53.15 |
| 2021-12-31 | $583k | 10k | 56.14 |
| 2021-09-30 | $617k | 10k | 59.41 |
| 2021-06-30 | $587k | 10k | 57.02 |
| 2021-03-31 | $569k | 10k | 55.27 |
| 2020-12-31 | $480k | 10k | 46.62 |