LIBERTY WEALTH MANAGEMENT LLC – U.S. Bancorp Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$231,000
portfolio value
LIBERTY 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 | Increase | +8.30% | 440 shares | -12K | $40.32 | 5.73K |
| Q2 2022 | share | Decrease | -1.36% | -73 shares | -42K | $46.02 | 5.29K |
| Q1 2022 | share | Decrease | -2.13% | -117 shares | -23K | $53.15 | 5.37K |
| Q4 2021 | share | Decrease | -19.74% | -1.35K shares | -100K | $56.15 | 5.48K |
| Q3 2021 | share | Increase | +35.48% | 1.79K shares | 120K | $59.44 | 6.83K |
| Q2 2021 | share | Increase | +19.90% | 838 shares | 108K | $56.54 | 5.04K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $54.49 | 4.21K | |
| Q4 2020 | share | Increase | +36.82% | 1.13K shares | 70K | $45.55 | 4.21K |
| Q3 2020 | share | Increase | +0.26% | 8 shares | -3K | $34.74 | 3.07K |
| Q2 2020 | share | Decrease | -1.60% | -50 shares | 6K | $35.26 | 3.06K |
| Q1 2020 | share | Decrease | -11.14% | -391 shares | -101K | $32.61 | 3.11K |
| Q4 2019 | share | Increase | +12.57% | 392 shares | 35K | $55.48 | 3.51K |
| Q3 2019 | share | Decrease | -24.79% | -1.02K shares | -44K | $51.41 | 3.11K |
| Q2 2019 | share | Increase | +48.07% | 1.34K shares | 83K | $48.32 | 4.14K |
| Q1 2019 | share | Decrease | -0.50% | -14 shares | 6K | $44.12 | 2.8K |
| Q4 2018 | share | Increase | 0.00% | 2.81K shares | 128K | $41.52 | 2.81K |