AVANTAX PLANNING PARTNERS, INC. – U.S. Bancorp Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$3.60M
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-12.39%
quarter
U.S. Bancorp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.63% | 4.75K shares | -290K | $40.32 | 89.30K |
| Q2 2022 | share | Increase | +12.94% | 9.68K shares | -88K | $46.02 | 84.54K |
| Q1 2022 | share | Increase | +4.28% | 3.07K shares | -53K | $53.15 | 74.86K |
| Q4 2021 | share | Increase | +2.29% | 1.60K shares | -140K | $56.15 | 71.78K |
| Q3 2021 | share | Increase | +25.99% | 14.47K shares | 998K | $59.44 | 70.18K |
| Q2 2021 | share | Increase | +33.58% | 14.00K shares | 867K | $56.54 | 55.70K |
| Q1 2021 | share | Increase | +29.16% | 9.41K shares | 803K | $54.49 | 41.70K |
| Q4 2020 | share | Increase | 0.00% | 32.28K shares | 1.50M | $45.55 | 32.28K |
| Q4 2018 | share | Decrease | -1.10% | -451 shares | -311K | $41.52 | 40.37K |
| Q3 2018 | share | Increase | +7.86% | 2.97K shares | 263K | $47.59 | 40.82K |
| Q2 2018 | share | Decrease | -2.45% | -949 shares | -66K | $44.76 | 37.84K |
| Q1 2018 | share | Increase | +0.38% | 145 shares | -112K | $44.92 | 38.79K |
| Q4 2017 | share | Decrease | -24.74% | -12.70K shares | -681K | $47.38 | 38.65K |
| Q3 2017 | share | Decrease | -8.56% | -4.80K shares | -164K | $47.13 | 51.35K |
| Q2 2017 | share | Increase | +12.92% | 6.42K shares | 355K | $45.4 | 56.16K |
| Q1 2017 | share | Decrease | -3.16% | -1.62K shares | -77K | $44.79 | 49.73K |
| Q4 2016 | share | Increase | 0.00% | 51.36K shares | 2.63M | $44.44 | 51.36K |