Heritage Wealth Management, Inc. USB Holdings History
Heritage Wealth Management, Inc.'s U.S. Bancorp Holding Summary
As of 2025-03-31, Heritage Wealth Management, Inc. held 279,090.00 shares of U.S. Bancorp(USB), totaling $11.78 Mil. This investment constitutes 4.01% of their stock portfolio, and Heritage Wealth Management, Inc. now holds 0.02% of the outstanding U.S. Bancorp(USB) stock.
The initial trade took place in 2024Q2. In addition, there have been 3 sales at an average price of $46.70 for 19,338.00 shares. Based on historical transaction data and USB's current price of $46.33, Heritage Wealth Management, Inc.'s estimated gain on his USB holdings is $1.66 Mil, reflecting a 13.66% gain to date.
Heritage Wealth Management, Inc. USB ($46.33) Holding Chart
Heritage Wealth Management, Inc. USB ($46.33) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
