US BANCORP DEL

Ticker: USB CUSIP: 902973304 Class: COM NEW

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,510 Value ($000) $306 Avg Close $48.72 Range $44.59 - $54.62
Q3 2025
Shares 5,469 Value ($000) $261 Avg Close $46.35 Range $42.59 - $49.51
Q2 2025
Shares 8,756 Value ($000) $417 Avg Close $40.76 Range $34.10 - $44.83
Q1 2025
Shares 11,958 Value ($000) $453 Avg Close $44.20 Range $39.09 - $48.96
Q4 2024
Shares 11,799 Value ($000) $559 Avg Close $46.63 Range $41.17 - $51.16
Q3 2024
Shares 12,056 Value ($000) $593 Avg Close $41.12 Range $36.46 - $44.35
Q2 2024
Shares 11,813 Value ($000) $482 Avg Close $37.76 Range $35.01 - $41.43
Q1 2024
Shares 11,482 Value ($000) $471 Avg Close $38.64 Range $35.58 - $41.58
Q4 2023
Shares 10,385 Value ($000) $417 Avg Close $33.10 Range $27.58 - $41.50
Q3 2023
Shares 11,534 Value ($000) $378 Avg Close $32.50 Range $28.58 - $36.07
Q2 2023
Shares 11,243 Value ($000) $371 Avg Close $28.41 Range $23.96 - $32.02
Q1 2023
Shares 11,095 Value ($000) $365 Avg Close $38.63 Range $28.37 - $43.30
Q4 2022
Shares 11,733 Value ($000) $576 Avg Close $36.71 Range $32.91 - $39.21