Number of Shares
1.06 Mil
Current Holdings Value*
$22.91 Mil
% of Portfolio
9.37%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
4.42%

Atlas Wealth LLC's U.S. Bancorp Holding Summary

As of 2025-03-31, Atlas Wealth LLC held 1.06 Mil shares of U.S. Bancorp(USBpH.PFD), totaling $22.91 Mil. This investment constitutes 9.37% of their stock portfolio, and Atlas Wealth LLC now holds -% of the outstanding U.S. Bancorp(USBpH.PFD) stock.

The initial trade took place in 2023Q1. And since then Atlas Wealth LLC has made 5 purchases of USBpH.PFD, at an average price of $20.35, for a total of 2.14 Mil shares. In addition, there have been 3 sales at an average price of $21.78 for 1.07 Mil shares. Based on historical transaction data and USBpH.PFD's current price of $20.72, Atlas Wealth LLC's estimated gain on his USBpH.PFD holdings is $1.92 Mil, reflecting a 4.42% gain to date.

Atlas Wealth LLC USBpH.PFD ($20.72) Holding Chart

Atlas Wealth LLC USBpH.PFD ($20.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1