Cwm, LLC Focus Financial Partners Inc. Transaction History

Cwm, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	SELL	$37.77 - $51.93 $5,929 - $8,153	-157 Reduced 37.92%	257 $13,000
Q4 2022 Feb 01, 2023	SELL	$30.65 - $39.97 $3,953 - $5,156	-129 Reduced 23.76%	414 $15,000
Q3 2022 Oct 27, 2022	BUY	$31.51 - $44.25 $1,291 - $1,814	41 Added 8.17%	543 $17,000
Q2 2022 Jul 28, 2022	BUY	$31.44 - $46.02 $10,941 - $16,014	348 Added 225.97%	502 $17,000
Q1 2022 Apr 21, 2022	BUY	$43.07 - $61.16 $6,115 - $8,684	142 Added 1183.33%	154 $7,000
Q4 2021 Jan 31, 2022	SELL	$52.65 - $68.21 $52,018 - $67,391	-988 Reduced 98.8%	12 $1,000
Q3 2019 Oct 22, 2019	BUY	$19.58 - $29.82 $19,580 - $29,820	1,000 New	1,000 $24,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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