Congress Wealth Management LLC First Republic Bank Transaction History

Congress Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$111.47 - $142.35 $408,871 - $522,139	-3,668 Reduced 2.61%	136,777 $16.7 Million
Q3 2022 Nov 08, 2022	BUY	$17.63 - $162.71 $78,629 - $725,686	4,460 Added 3.28%	140,445 $18.3 Million
Q2 2022 Aug 11, 2022	BUY	$134.3 - $165.8 $215,014 - $265,445	1,601 Added 1.19%	135,985 $19.6 Million
Q1 2022 May 16, 2022	BUY	$156.48 - $208.09 $243,952 - $324,412	1,559 Added 1.17%	134,384 $21.8 Million
Q4 2021 Feb 04, 2022	BUY	$196.19 - $221.91 $26.1 Million - $29.5 Million	132,825 New	132,825 $27.4 Million

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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