YORKBRIDGE WEALTH PARTNERS, LLC – U.S. Bancorp Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$607,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC 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 | +14.67% | 1.92K shares | 3K | $40.32 | 15.04K |
| Q2 2022 | share | Increase | +14.41% | 1.65K shares | -6K | $46.02 | 13.12K |
| Q1 2022 | share | Increase | +4.51% | 495 shares | -6K | $53.15 | 11.46K |
| Q4 2021 | share | Decrease | -0.21% | -23 shares | -38K | $56.15 | 10.97K |
| Q3 2021 | share | Increase | +20.15% | 1.84K shares | 133K | $59.44 | 10.99K |
| Q2 2021 | share | Increase | +20.13% | 1.53K shares | 100K | $56.54 | 9.15K |
| Q1 2021 | share | Increase | +37.80% | 2.09K shares | 163K | $54.49 | 7.61K |
| Q4 2020 | share | Decrease | -10.91% | -677 shares | 36K | $45.55 | 5.52K |
| Q3 2020 | share | Decrease | -3.11% | -199 shares | -14K | $34.74 | 6.20K |
| Q2 2020 | share | Decrease | -4.57% | -307 shares | 5K | $35.26 | 6.40K |
| Q1 2020 | share | Increase | +9.01% | 555 shares | -134K | $32.61 | 6.71K |
| Q4 2019 | share | Increase | +7.00% | 403 shares | 47K | $55.48 | 6.15K |
| Q3 2019 | share | Increase | +2.20% | 124 shares | 23K | $51.41 | 5.75K |
| Q2 2019 | share | Decrease | -43.06% | -4.25K shares | -182K | $48.32 | 5.63K |
| Q1 2019 | share | Increase | +7.02% | 649 shares | 55K | $44.12 | 9.88K |
| Q4 2018 | share | Decrease | -7.78% | -779 shares | -107K | $41.52 | 9.23K |
| Q3 2018 | share | Decrease | -0.60% | -60 shares | 25K | $47.59 | 10.01K |
| Q2 2018 | share | Increase | +11.42% | 1.03K shares | 41K | $44.76 | 10.07K |
| Q1 2018 | share | Increase | +21.69% | 1.61K shares | 57K | $44.92 | 9.04K |
| Q4 2017 | share | Increase | +9.83% | 665 shares | 43K | $47.38 | 7.43K |
| Q3 2017 | share | Increase | +18.01% | 1.03K shares | 61K | $47.13 | 6.76K |
| Q2 2017 | share | 0.00% | 0 shares | 6K | $45.4 | 5.73K | |
| Q1 2017 | share | Increase | +0.09% | 5 shares | 13K | $44.79 | 5.73K |
| Q4 2016 | share | Increase | 0.00% | 5.73K shares | 283K | $44.44 | 5.73K |