Glassman Wealth Services First Republic Bank Transaction History

Glassman Wealth Services

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$12.18 - $147.0 $925 - $11,172	76 Added 101.33%	151 $2,000
Q4 2022 Feb 06, 2023	SELL	$111.47 - $142.35 $16,274 - $20,783	-146 Reduced 66.06%	75 $9,000
Q3 2022 Nov 09, 2022	BUY	$17.63 - $162.71 $423 - $3,905	24 Added 12.18%	221 $29,000
Q2 2022 Aug 04, 2022	BUY	$134.3 - $165.8 $6,043 - $7,461	45 Added 29.61%	197 $28,000
Q1 2022 Aug 23, 2022	BUY	$156.48 - $208.09 $1,408 - $1,872	9 Added 6.29%	152 $25,000
Q1 2022 Apr 14, 2022	BUY	$156.48 - $208.09 $4,381 - $5,826	28 Added 24.35%	143 $23,000
Q4 2021 Feb 14, 2022	BUY	$196.19 - $221.91 $4,316 - $4,882	22 Added 23.66%	115 $24,000
Q3 2021 Nov 10, 2021	BUY	$186.45 - $203.75 $4,101 - $4,482	22 Added 30.99%	93 $18,000
Q2 2021 Aug 04, 2021	BUY	$167.47 - $195.03 $2,009 - $2,340	12 Added 20.34%	71 $13,000
Q1 2021 May 05, 2021	BUY	$144.99 - $178.23 $724 - $891	5 Added 9.26%	59 $10,000
Q4 2020 Feb 04, 2021	BUY	$110.37 - $146.93 $331 - $440	3 Added 5.88%	54 $8,000
Q2 2020 Aug 06, 2020	BUY	$81.66 - $120.11 $571 - $840	7 Added 15.91%	51 $5,000
Q1 2020 May 12, 2020	BUY	$75.6 - $120.75 $2,343 - $3,743	31 Added 238.46%	44 $4,000
Q3 2019 Nov 01, 2019	BUY	$88.06 - $101.14 $616 - $707	7 Added 116.67%	13 $1,000
Q1 2018 May 01, 2018	BUY	$84.96 - $98.78 $509 - $592	6 New	6 $1,000

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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