Keystone Financial Planning, Inc. USB Holdings History
Keystone Financial Planning, Inc.'s U.S. Bancorp Holding Summary
As of 2025-03-31, Keystone Financial Planning, Inc. held 229,008.00 shares of U.S. Bancorp(USB), totaling $9.67 Mil. This investment constitutes 2.88% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.01% of the outstanding U.S. Bancorp(USB) stock.
The initial trade took place in 2019Q3. And since then Keystone Financial Planning, Inc. has made 8 purchases of USB, at an average price of $46.35, for a total of 359,245.00 shares. In addition, there have been 11 sales at an average price of $57.67 for 130,237.00 shares. Based on historical transaction data and USB's current price of $45.51, Keystone Financial Planning, Inc.'s estimated gain on his USB holdings is $1.28 Mil, reflecting a 7.71% gain to date.
Keystone Financial Planning, Inc. USB ($45.51) Holding Chart
Keystone Financial Planning, Inc. USB ($45.51) 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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