Doyle Wealth Management’s US Bancorp USB Stock Holding History

Doyle Wealth Management’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$303K	Buy	7,507 +11	+0.1%	+$509	0.03%	163
2022 Q2	$345K	Hold	7,496	–	–	0.03%	158
2022 Q1	$398K	Hold	7,496	–	–	0.03%	172
2021 Q4	$421K	Sell	7,496 -490	-6%	-$29K	0.03%	160
2021 Q3	$475K	Hold	7,986	–	–	0.04%	143
2021 Q2	$455K	Hold	7,986	–	–	0.04%	148
2021 Q1	$442K	Sell	7,986 -213	-3%	-$10.6K	0.04%	147
2020 Q4	$382K	Buy	8,199 +213	+3%	+$9.01K	0.04%	152
2020 Q3	$286K	Buy	7,986 +492	+7%	+$18K	0.03%	155
2020 Q2	$276K	Sell	7,494 -812	-10%	-$28.9K	0.04%	150
2020 Q1	$286K	Buy	8,306 +6	+0.1%	+$289	0.05%	138
2019 Q4	$492K	Buy	8,300 +6	+0.1%	+$347	0.06%	122
2019 Q3	$459K	Sell	8,294 -298	-3%	-$16.1K	0.06%	124
2019 Q2	$450K	Buy	8,592 +37	+0.4%	+$1.91K	0.06%	119
2019 Q1	$446K	Buy	8,555 +34	+0.4%	+$1.71K	0.06%	117
2018 Q4	$389K	Buy	+8,521	New	+$439K	0.07%	117

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Doyle Wealth Management's USB Position: Q3 2022 in Review

Doyle Wealth Management increased its US Bancorp (USB) stake by 0.15% in Q3 2022, buying an estimated $509 and bringing the position to 7,507 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #163.

Doyle Wealth Management first reported a position in USB in Q4 2018 and has held it in 16 quarters since. The position peaked at $492K in Q4 2019. 1,650 funds tracked by Wall St. Rank hold USB as of Q3 2022.

Doyle Wealth Management held 7,507 shares of US Bancorp worth $303K as of Q3 2022.
Doyle Wealth Management bought 11 US Bancorp shares in Q3 2022, an estimated $509.
US Bancorp made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #163 holding.
Doyle Wealth Management first reported a position in US Bancorp in Q4 2018 and has held it in 16 quarters since.
Doyle Wealth Management's US Bancorp position peaked at $492K in Q4 2019.
1,650 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.