U.S. Bancorp shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $957k | 22k | 43.28 |
| 2023-09-30 | $559k | 17k | 33.06 |
| 2023-06-30 | $645k | 20k | 33.04 |
| 2023-03-31 | $712k | 20k | 36.51 |
| 2022-12-31 | $844k | 19k | 43.61 |
| 2022-09-30 | $804k | 20k | 40.81 |
| 2022-06-30 | $962k | 21k | 46.46 |
| 2022-03-31 | $1.1M | 21k | 53.13 |
| 2021-12-31 | $1.1M | 20k | 56.16 |
| 2021-09-30 | $1.3M | 21k | 59.45 |
| 2021-06-30 | $1.1M | 20k | 56.97 |
| 2021-03-31 | $979k | 18k | 55.30 |
| 2020-12-31 | $757k | 16k | 46.60 |
| 2020-09-30 | $548k | 15k | 35.92 |
| 2020-06-30 | $506k | 14k | 36.02 |
| 2020-03-31 | $477k | 14k | 34.48 |
| 2019-12-31 | $958k | 16k | 59.28 |
| 2019-06-30 | $813k | 16k | 52.37 |
| 2019-03-31 | $785k | 16k | 48.14 |
| 2018-12-31 | $1.3M | 29k | 45.71 |
| 2018-09-30 | $1.5M | 28k | 51.38 |
| 2018-06-30 | $1.3M | 26k | 50.07 |
| 2018-03-31 | $1.3M | 25k | 50.51 |
| 2017-12-31 | $1.2M | 23k | 53.57 |
| 2017-09-30 | $958k | 18k | 53.60 |
| 2017-06-30 | $230k | 4.4k | 51.98 |
| 2017-03-31 | $315k | 6.1k | 51.43 |
| 2016-12-31 | $310k | 6.0k | 51.32 |