Hennion & Walsh Asset Management, Inc. Preferred Bank Transaction History

Hennion & Walsh Asset Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$55.24 - $66.97 $26,791 - $32,480	-485 Reduced 9.43%	4,659 $290,000
Q2 2023 Aug 09, 2023	SELL	$44.16 - $56.63 $4,239 - $5,436	-96 Reduced 1.83%	5,144 $283,000
Q1 2023 Apr 20, 2023	SELL	$53.57 - $74.03 $5,785 - $7,995	-108 Reduced 2.02%	5,240 $287,000
Q4 2022 Jan 12, 2023	SELL	$65.52 - $76.87 $5,700 - $6,687	-87 Reduced 1.6%	5,348 $399,000
Q3 2022 Nov 14, 2022	SELL	$65.23 - $75.38 $11,154 - $12,889	-171 Reduced 3.05%	5,435 $355,000

Q2 2022 Jul 19, 2022	BUY	$64.52 - $73.85 $31,872 - $36,481	494 Added 9.66%	5,606 $381,000
Q1 2022 Apr 26, 2022	BUY	$72.45 - $81.4 $370,364 - $416,116	5,112 New	5,112 $379,000

203

10.7M

5.6K

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.25B
Description
Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...

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