David Rolfe First Republic Bank Transaction History

Wedgewood Partners Inc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$12.18 - $147.0 $216,048 - $2.61 Million	17,738 Added 9.64%	201,834 $2.82 Million
Q4 2022 Feb 14, 2023	BUY	$111.47 - $142.35 $3.71 Million - $4.73 Million	33,250 Added 22.04%	184,096 $22.4 Million
Q3 2022 Nov 14, 2022	BUY	$17.63 - $162.71 $2.66 Million - $24.5 Million	150,846 New	150,846 $19.7 Million
Q2 2022 Aug 15, 2022	SELL	$134.3 - $165.8 $16.8 Million - $20.8 Million	-125,443 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$156.48 - $208.09 $1.98 Million - $2.63 Million	12,658 Added 11.22%	125,443 $20.3 Million
Q4 2021 Feb 14, 2022	SELL	$196.19 - $221.91 $309,391 - $349,952	-1,577 Reduced 1.38%	112,785 $23.3 Million
Q3 2021 Nov 12, 2021	SELL	$186.45 - $203.75 $281,353 - $307,458	-1,509 Reduced 1.3%	114,362 $22.1 Million
Q2 2021 Aug 13, 2021	SELL	$167.47 - $195.03 $1.11 Million - $1.29 Million	-6,601 Reduced 5.39%	115,871 $21.7 Million
Q1 2021 May 17, 2021	SELL	$144.99 - $178.23 $1.24 Million - $1.52 Million	-8,536 Reduced 6.52%	122,472 $20.4 Million
Q4 2020 Feb 12, 2021	SELL	$110.37 - $146.93 $973,353 - $1.3 Million	-8,819 Reduced 6.31%	131,008 $19.2 Million
Q3 2020 Nov 13, 2020	BUY	$100.94 - $119.36 $14.1 Million - $16.7 Million	139,827 New	139,827 $15.2 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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