Axim Planning & Wealth USB Holdings History
Axim Planning & Wealth's U.S. Bancorp Holding Summary
As of 2025-03-31, Axim Planning & Wealth held 15,423.00 shares of U.S. Bancorp(USB), totaling $651,160.00. This investment constitutes 0.58% of their stock portfolio, and Axim Planning & Wealth now holds 0% of the outstanding U.S. Bancorp(USB) stock.
The initial trade took place in 2022Q3. And since then Axim Planning & Wealth has made 3 purchases of USB, at an average price of $46.08, for a total of 15,682.00 shares. In addition, there have been 2 sales at an average price of $38.73 for 259.00 shares. Based on historical transaction data and USB's current price of $47.93, Axim Planning & Wealth's estimated gain on his USB holdings is $26,603.26, reflecting a 3.68% gain to date.
Axim Planning & Wealth USB ($47.93) Holding Chart
Axim Planning & Wealth USB ($47.93) 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 % | |||
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