9258 WEALTH MANAGEMENT, LLC – U.S. Bancorp Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$1.38M
portfolio value
9258 WEALTH MANAGEMENT, 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 | Decrease | -1.05% | -366 shares | -213K | $40.32 | 34.39K |
| Q2 2022 | share | Decrease | -1.41% | -496 shares | -274K | $46.02 | 34.76K |
| Q1 2022 | share | Decrease | -3.07% | -1.11K shares | -169K | $53.15 | 35.26K |
| Q4 2021 | share | Increase | +0.44% | 159 shares | -110K | $56.15 | 36.37K |
| Q3 2021 | share | Increase | +13.89% | 4.41K shares | 341K | $59.44 | 36.22K |
| Q2 2021 | share | Increase | +3.66% | 1.12K shares | 115K | $56.54 | 31.80K |
| Q1 2021 | share | Decrease | -53.16% | -34.81K shares | -1.35M | $54.49 | 30.67K |
| Q4 2020 | share | Decrease | -1.59% | -1.05K shares | 460K | $45.55 | 65.49K |
| Q3 2020 | share | Decrease | -2.10% | -1.42K shares | 89K | $34.74 | 66.55K |
| Q2 2020 | share | Decrease | -1.05% | -721 shares | 38K | $35.26 | 67.98K |
| Q1 2020 | share | Decrease | -5.08% | -3.67K shares | -1.82M | $32.61 | 68.70K |
| Q4 2019 | share | Increase | +34.48% | 18.56K shares | 1.31M | $55.48 | 72.38K |
| Q3 2019 | share | Increase | +2.75% | 1.43K shares | 233K | $51.41 | 53.82K |
| Q2 2019 | share | Increase | +0.27% | 139 shares | 227K | $48.32 | 52.38K |
| Q1 2019 | share | Decrease | -0.15% | -76 shares | 127K | $44.12 | 52.24K |
| Q4 2018 | share | Increase | 0.00% | 52.32K shares | 2.39M | $41.52 | 52.32K |