Heritage Wealth Advisors Us Bancorp \De\ Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Us Bancorp \De\ stock. As of the latest transaction made, Heritage Wealth Advisors holds 225 shares of USB stock, worth $10,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
225
Previous 500 55.0%
Holding current value
$10,230
Previous $22,000 54.55%
% of portfolio
0.0%
Previous 0.0%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$43.94 - $50.41 $12,083 - $13,862
-275 Reduced 55.0%
225 $10,000
Q1 2025

May 08, 2025
SELL
$40.92 - $50.9 $37,973 - $47,235
-928 Reduced 64.99%
500 $21,000
Q3 2024

Nov 12, 2024
SELL
$39.04 - $47.23 $30,177 - $36,508
-773 Reduced 35.12%
1,428 $65,000
Q2 2024

Aug 05, 2024
BUY
$38.45 - $43.95 $81,744 - $93,437
2,126 Added 2834.67%
2,201 $87,000
Q1 2024

Dec 12, 2024
SELL
$39.91 - $44.7 $19,915 - $22,305
-499 Reduced 18.48%
2,201 $98,000
Q1 2024

May 08, 2024
SELL
$39.91 - $44.7 $110,550 - $123,819
-2,770 Reduced 97.36%
75 $3,000
Q4 2023

Feb 09, 2024
BUY
$30.64 - $45.33 $4,442 - $6,572
145 Added 5.37%
2,845 $123,000
Q3 2023

Dec 12, 2024
SELL
$32.47 - $40.23 $21.9 Million - $27.1 Million
-673,302 Reduced 99.6%
2,700 $89,000
Q3 2023

Nov 08, 2023
SELL
$32.47 - $40.23 $21.9 Million - $27.1 Million
-673,302 Reduced 99.6%
2,700 $89,000
Q2 2023

Dec 12, 2024
BUY
$28.68 - $36.01 $19.3 Million - $24.3 Million
674,574 Added 47239.08%
676,002 $22.3 Million
Q2 2023

Aug 09, 2023
BUY
$28.68 - $36.01 $2.01 Million - $2.53 Million
70,221 Added 11.59%
676,002 $22.3 Million
Q1 2023

May 04, 2023
BUY
$32.95 - $49.8 $1.07 Million - $1.62 Million
32,445 Added 5.66%
605,781 $21.8 Million
Q4 2022

Dec 12, 2024
BUY
$38.79 - $45.63 $1.22 Million - $1.43 Million
31,439 Added 5.8%
573,336 $25 Million
Q4 2022

Feb 06, 2023
BUY
$38.79 - $45.63 $1.22 Million - $1.43 Million
31,439 Added 5.8%
573,336 $25 Million
Q3 2022

Dec 12, 2024
BUY
$18.43 - $48.21 $9.96 Million - $26.1 Million
540,469 Added 37847.97%
541,897 $21.8 Million
Q3 2022

Nov 10, 2022
BUY
$18.43 - $48.21 $1.16 Million - $3.03 Million
62,945 Added 13.14%
541,897 $21.8 Million
Q2 2022

Aug 04, 2022
BUY
$45.41 - $53.07 $6.54 Million - $7.64 Million
143,970 Added 42.98%
478,952 $22 Million
Q1 2022

May 11, 2022
BUY
$52.65 - $63.25 $1.78 Million - $2.14 Million
33,902 Added 11.26%
334,982 $17.8 Million
Q4 2021

Feb 02, 2022
BUY
$54.85 - $62.74 $1.24 Million - $1.42 Million
22,649 Added 8.13%
301,080 $16.9 Million
Q3 2021

Nov 02, 2021
BUY
$54.51 - $61.1 $1.17 Million - $1.31 Million
21,374 Added 8.31%
278,431 $16.5 Million
Q2 2021

Aug 09, 2021
BUY
$54.74 - $62.21 $3.34 Million - $3.79 Million
60,945 Added 31.08%
257,057 $14.6 Million
Q2 2021

Jul 27, 2021
SELL
$54.74 - $62.21 $1.43 Million - $1.63 Million
-26,195 Reduced 11.78%
196,112 $9.14 Million
Q1 2021

Apr 27, 2021
BUY
$42.75 - $56.27 $1.12 Million - $1.47 Million
26,195 Added 13.36%
222,307 $12.3 Million
Q4 2020

Feb 01, 2021
BUY
$36.0 - $46.73 $303,264 - $393,653
8,424 Added 4.49%
196,112 $9.14 Million
Q3 2020

Nov 03, 2020
BUY
$34.22 - $38.31 $1.59 Million - $1.78 Million
46,422 Added 32.86%
187,688 $6.73 Million
Q2 2020

Jul 17, 2020
SELL
$29.45 - $43.51 $2.26 Million - $3.34 Million
-76,799 Reduced 99.07%
720 $5.2 Million
Q2 2020

Jul 17, 2020
BUY
$29.45 - $43.51 $4.14 Million - $6.12 Million
140,546 Added 19520.28%
141,266 $5.2 Million
Q1 2020

May 05, 2020
BUY
$28.93 - $59.2 $465,830 - $953,238
16,102 Added 26.22%
77,519 $2.67 Million
Q4 2019

Feb 04, 2020
BUY
$52.38 - $60.68 $578,851 - $670,574
11,051 Added 21.94%
61,417 $3.64 Million
Q3 2019

Oct 30, 2019
BUY
$50.9 - $57.38 $457,387 - $515,616
8,986 Added 21.72%
50,366 $2.79 Million
Q2 2019

Aug 05, 2019
SELL
$49.07 - $53.48 $73,114 - $79,685
-1,490 Reduced 3.48%
41,380 $0
Q1 2019

May 06, 2019
BUY
$45.7 - $52.45 $333,838 - $383,147
7,305 Added 20.54%
42,870 $0
Q4 2018

Jan 28, 2019
SELL
$43.76 - $55.0 $45,597 - $57,310
-1,042 Reduced 2.85%
35,565 $1.63 Million
Q3 2018

Nov 14, 2018
BUY
$49.93 - $55.35 $208,158 - $230,754
4,169 Added 12.85%
36,607 $1.93 Million
Q2 2018

Jul 19, 2018
BUY
$48.86 - $52.05 $1.58 Million - $1.69 Million
32,438 New
32,438 $1.63 Million

Others Institutions Holding USB

# of Institutions
2,179
Shares Held
1.13B
Call Options Held
9.53M
Put Options Held
8.19M
View Full List

About US BANCORP \DE\

USB Quotes by TradingView
  • Ticker USB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 1,485,779,968
  • Market Cap $67.6B
  • Description
  • U.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities and other financial institutions in the United States. It operates in Corporate and Commercial Banking, Consumer and Business Banking, Wealth Management and Investment Services, Pa...
More about USB
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