Cfm Wealth Partners LLC Svb Financial Group Transaction History

Cfm Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 17, 2022	BUY	$21.04 - $436.17 $4,839 - $100,319	230 Added 19.23%	1,426 $479,000
Q2 2022 Jul 12, 2022	BUY	$389.13 - $547.75 $123,354 - $173,636	317 Added 36.06%	1,196 $472,000
Q1 2022 Apr 14, 2022	BUY	$494.35 - $737.77 $434,533 - $648,499	879 New	879 $492,000
Q3 2020 Nov 10, 2020	SELL	$201.65 - $259.73 $14,518 - $18,700	-72 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$130.98 - $270.79 $9,168 - $18,955	-70 Reduced 49.3%	72 $11,000
Q4 2019 Jan 30, 2020	BUY	$188.33 - $254.21 $26,742 - $36,097	142 New	142 $36,000

150K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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