Ownership history in EVERMAY WEALTH MANAGEMENT LLC · 35 quarters on record
This page tracks every 13F SEC filing in which EVERMAY WEALTH MANAGEMENT LLC reported a position in US BANCORP DEL (USB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 750 | -50 | -6.2% | 0.00% | $37K | $47.87 |
| 2025 Q2 | UNCHANGED | 800 | — | 0% | 0.00% | $37K | $44.34 |
| 2025 Q1 | UNCHANGED | 800 | — | 0% | 0.00% | $34K | $40.92 |
| 2024 Q4 | REDUCED | 800 | -250 | -23.8% | 0.01% | $39K | $45.81 |
| 2024 Q3 | REDUCED | 1,050 | -683 | -39.4% | 0.01% | $49K | $43.34 |
| 2024 Q2 | REDUCED | 1,733 | -778 | -31.0% | 0.01% | $70K | $37.21 |
| 2024 Q1 | ADDED | 2,511 | +763 | +43.6% | 0.02% | $113K | $41.38 |
| 2023 Q4 | REDUCED | 1,748 | -923 | -34.6% | 0.01% | $76K | $39.62 |
| 2023 Q3 | ADDED | 2,671 | +788 | +41.8% | 0.02% | $90K | $29.93 |
| 2023 Q2 | REDUCED | 1,883 | -1,499 | -44.3% | 0.01% | $63K | $29.47 |
As of 2025 Q4 — sorted by position size