U.S. Bancorp shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $633k | 14k | 44.70 |
| 2023-12-31 | $607k | 14k | 43.28 |
| 2023-09-30 | $463k | 14k | 33.06 |
| 2023-06-30 | $419k | 13k | 33.04 |
| 2023-03-31 | $312k | 8.7k | 36.05 |
| 2022-12-31 | $246k | 5.6k | 43.61 |
| 2022-09-30 | $240k | 5.6k | 42.54 |
| 2022-06-30 | $283k | 6.2k | 45.93 |
| 2022-03-31 | $327k | 6.1k | 53.19 |
| 2021-12-31 | $317k | 5.6k | 56.25 |
More positions owned by Kellett Schaffner Wealth Advisors
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