Merriman Wealth Management, LLC Focus Financial Partners Inc. Transaction History

Merriman Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$31.44 - $46.02 $240,641 - $352,237	-7,654 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$52.65 - $68.21 $493,593 - $639,468	-9,375 Reduced 55.05%	7,654 $457,000
Q4 2021 Feb 01, 2022	BUY	$52.65 - $68.21 $493,593 - $639,468	9,375 Added 122.48%	17,029 $826,000
Q3 2021 Nov 09, 2021	SELL	$48.09 - $53.55 $450,843 - $502,031	-9,375 Reduced 55.05%	7,654 $401,000
Q1 2021 May 10, 2021	SELL	$41.36 - $54.7 $382,580 - $505,975	-9,250 Reduced 35.2%	17,029 $709,000
Q4 2020 Feb 10, 2021	SELL	$32.93 - $46.17 $213,880 - $299,874	-6,495 Reduced 19.82%	26,279 $1.14 Million
Q3 2020 Oct 26, 2020	SELL	$30.42 - $39.94 $600,247 - $788,096	-19,732 Reduced 37.58%	32,774 $1.08 Million
Q1 2020 Apr 22, 2020	BUY	$13.88 - $34.04 $374,260 - $917,854	26,964 Added 105.57%	52,506 $1.21 Million
Q3 2019 Oct 18, 2019	BUY	$19.58 - $29.82 $3,171 - $4,830	162 Added 0.64%	25,542 $608,000
Q2 2019 Jul 31, 2019	BUY	$26.9 - $38.75 $6,725 - $9,687	250 Added 0.99%	25,380 $7.08 Million
Q1 2019 Apr 23, 2019	BUY	$24.78 - $39.15 $622,721 - $983,839	25,130 New	25,130 $896,000

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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