U.S. Bancorp shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $567k | 13k | 43.28 |
| 2023-09-30 | $223k | 6.7k | 33.06 |
| 2023-06-30 | $109k | 3.3k | 33.04 |
| 2023-03-31 | $125k | 3.5k | 36.05 |
| 2022-12-31 | $808k | 17k | 49.09 |
| 2022-09-30 | $721k | 17k | 43.57 |
| 2022-03-31 | $787k | 16k | 48.24 |
More positions owned by WealthPlan Investment Management
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