Liberty Wealth Management LLC First Republic Bank Transaction History

Liberty Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$196.19 - $221.91 $11,771 - $13,314	-60 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$186.45 - $203.75 $5,034 - $5,501	27 Added 81.82%	60 $13,000
Q2 2021 Aug 13, 2021	SELL	$167.47 - $195.03 $1.04 Million - $1.21 Million	-6,199 Reduced 99.47%	33 $6,000
Q2 2021 Aug 13, 2021	BUY	$167.47 - $195.03 $1.04 Million - $1.21 Million	6,199 Added 18784.85%	6,232 $33,000
Q4 2020 Feb 09, 2021	SELL	$110.37 - $146.93 $441 - $587	-4 Reduced 10.81%	33 $4,000
Q3 2020 Nov 05, 2020	BUY	$100.94 - $119.36 $2,220 - $2,625	22 Added 146.67%	37 $4,000
Q1 2020 Apr 27, 2020	SELL	$75.6 - $120.75 $1,360 - $2,173	-18 Reduced 54.55%	15 $1,000
Q4 2019 Feb 05, 2020	BUY	$91.71 - $117.9 $1,650 - $2,122	18 Added 120.0%	33 $4,000
Q3 2019 Oct 30, 2019	SELL	$88.06 - $101.14 $3,698 - $4,247	-42 Reduced 73.68%	15 $1,000
Q2 2019 Jul 30, 2019	BUY	$95.27 - $106.36 $4,001 - $4,467	42 Added 280.0%	57 $6,000
Q1 2019 Apr 18, 2019	BUY	$84.34 - $105.44 $1,265 - $1,581	15 New	15 $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...

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Liberty Wealth Management LLC with notifications on news.