Number of Shares
74,000.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
2.32%
Total Estimate Gain
$-985,169.87
% of Total Estimate Gain
-15.91%

WealthTrust Asset Management, LLC's U.S. Bancorp Holding Summary

As of 2025-03-31, WealthTrust Asset Management, LLC held 74,000.00 shares of U.S. Bancorp(USB), totaling $3.12 Mil. This investment constitutes 2.32% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding U.S. Bancorp(USB) stock.

The initial trade took place in 2021Q2. And since then WealthTrust Asset Management, LLC has made 2 purchases of USB, at an average price of $58.00, for a total of 106,747.00 shares. In addition, there have been 5 sales at an average price of $55.73 for 32,747.00 shares. Based on historical transaction data and USB's current price of $45.69, WealthTrust Asset Management, LLC's estimated gain on his USB holdings is $-985,169.87, reflecting a -15.91% gain to date.

WealthTrust Asset Management, LLC USB ($45.69) Holding Chart

WealthTrust Asset Management, LLC USB ($45.69) 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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