Baker Tilly Wealth Management, LLC First Republic Bank Transaction History

Baker Tilly Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$111.47 - $142.35 $58,410 - $74,591	524 Added 12.9%	4,587 $0
Q3 2022 Oct 20, 2022	SELL	$17.63 - $162.71 $3,191 - $29,450	-181 Reduced 4.26%	4,063 $530,000
Q2 2022 Jul 28, 2022	BUY	$134.3 - $165.8 $4,297 - $5,305	32 Added 0.76%	4,244 $612,000
Q1 2022 Apr 27, 2022	SELL	$156.48 - $208.09 $77,144 - $102,588	-493 Reduced 10.48%	4,212 $683,000
Q4 2021 Feb 08, 2022	BUY	$196.19 - $221.91 $239,547 - $270,952	1,221 Added 35.05%	4,705 $972,000
Q3 2021 Nov 02, 2021	BUY	$186.45 - $203.75 $76,444 - $83,537	410 Added 13.34%	3,484 $672,000
Q2 2021 Jul 30, 2021	BUY	$167.47 - $195.03 $66,653 - $77,621	398 Added 14.87%	3,074 $575,000
Q1 2021 Apr 28, 2021	BUY	$144.99 - $178.23 $163,113 - $200,508	1,125 Added 72.53%	2,676 $446,000
Q4 2020 Feb 03, 2021	BUY	$110.37 - $146.93 $171,183 - $227,888	1,551 New	1,551 $228,000

2.35M

Ticker FRC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 182,715,008
Market Cap $132M
Description
First Republic Bank, together with its subsidiaries, provides private banking, private business banking, and private wealth management services to clients in metropolitan areas in the United States. It operates in two segments, Commercial Banking and Wealth Management. The company accepts deposit products, such as noninterest-bearing checking, i...

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