Beese Fulmer Investment Management, Inc. First Republic Bank Transaction History

Beese Fulmer Investment Management, Inc.

$1.14 Billion
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 11, 2023	BUY	$12.18 - $147.0 $51,570 - $622,398	4,234 Added 7.74%	58,926 $824,000
Q4 2022 Jan 17, 2023	BUY	$111.47 - $142.35 $409,763 - $523,278	3,676 Added 7.21%	54,692 $0
Q3 2022 Oct 06, 2022	BUY	$17.63 - $162.71 $6,029 - $55,646	342 Added 0.67%	51,016 $6.66 Million
Q2 2022 Jul 11, 2022	SELL	$134.3 - $165.8 $248,320 - $306,564	-1,849 Reduced 3.52%	50,674 $7.31 Million
Q1 2022 Apr 12, 2022	BUY	$156.48 - $208.09 $104,841 - $139,420	670 Added 1.29%	52,523 $8.51 Million
Q4 2021 Jan 10, 2022	SELL	$196.19 - $221.91 $119,087 - $134,699	-607 Reduced 1.16%	51,853 $10.7 Million
Q3 2021 Oct 08, 2021	SELL	$186.45 - $203.75 $264,572 - $289,121	-1,419 Reduced 2.63%	52,460 $10.1 Million
Q2 2021 Jul 08, 2021	SELL	$167.47 - $195.03 $255,391 - $297,420	-1,525 Reduced 2.75%	53,879 $10.1 Million
Q1 2021 Apr 23, 2021	SELL	$144.99 - $178.23 $180,657 - $222,074	-1,246 Reduced 2.2%	55,404 $9.24 Million
Q4 2020 Jan 20, 2021	SELL	$110.37 - $146.93 $143,149 - $190,568	-1,297 Reduced 2.24%	56,650 $8.32 Million
Q3 2020 Oct 08, 2020	BUY	$100.94 - $119.36 $93,571 - $110,646	927 Added 1.63%	57,947 $6.32 Million
Q2 2020 Jul 17, 2020	SELL	$81.66 - $120.11 $56,345 - $82,875	-690 Reduced 1.2%	57,020 $6.04 Million
Q1 2020 Apr 09, 2020	SELL	$75.6 - $120.75 $6,501 - $10,384	-86 Reduced 0.15%	57,710 $4.75 Million
Q4 2019 Feb 05, 2020	BUY	$91.71 - $117.9 $53,466 - $68,735	583 Added 1.02%	57,796 $6.79 Million
Q3 2019 Nov 01, 2019	BUY	$88.06 - $101.14 $89,116 - $102,353	1,012 Added 1.8%	57,213 $5.53 Million
Q2 2019 Jul 05, 2019	SELL	$95.27 - $106.36 $57,638 - $64,347	-605 Reduced 1.07%	56,201 $5.49 Million
Q1 2019 Apr 05, 2019	SELL	$84.34 - $105.44 $753,324 - $941,790	-8,932 Reduced 13.59%	56,806 $5.71 Million
Q4 2018 Jan 25, 2019	BUY	$80.23 - $99.64 $128,929 - $160,121	1,607 Added 2.51%	65,738 $5.71 Million
Q3 2018 Oct 09, 2018	BUY	$95.97 - $106.2 $70,921 - $78,481	739 Added 1.17%	64,131 $6.16 Million
Q2 2018 Jul 20, 2018	BUY	$89.51 - $103.38 $102,399 - $118,266	1,144 Added 1.84%	63,392 $6.14 Million
Q1 2018 Apr 16, 2018	BUY	$84.96 - $98.78 $175,782 - $204,375	2,069 Added 3.44%	62,248 $5.77 Million
Q4 2017 Jan 26, 2018	SELL	$86.62 - $105.17 $287,838 - $349,479	-3,323 Reduced 5.23%	60,179 $5.21 Million
Q3 2017 Oct 17, 2017	BUY	$92.49 - $104.46 $5.87 Million - $6.63 Million	63,502	63,502 $6.63 Million

Others Institutions Holding FRC

# of Institutions

Shares Held

2.35M

Call Options Held

Put Options Held

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About FIRST REPUBLIC BANK

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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