Perigon Wealth Management, LLC Svb Financial Group Transaction History

Perigon Wealth Management, LLC

$3.97 Billion
Q4 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$200.26 - $376.49 $13,016 - $24,471	65 Added 7.03%	989 $227,000
Q3 2022 Dec 13, 2022	SELL	$21.04 - $436.17 $2,272 - $47,106	-108 Reduced 10.47%	924 $310,000
Q2 2022 Aug 11, 2022	BUY	$389.13 - $547.75 $8,949 - $12,598	23 Added 2.28%	1,032 $408,000
Q1 2022 May 16, 2022	SELL	$494.35 - $737.77 $131,002 - $195,509	-265 Reduced 20.8%	1,009 $564,000
Q4 2021 Feb 11, 2022	BUY	$637.64 - $755.03 $147,932 - $175,166	232 Added 22.26%	1,274 $864,000
Q3 2021 Nov 01, 2021	BUY	$534.95 - $674.41 $557,417 - $702,735	1,042 New	1,042 $674,000
Q3 2021 Oct 25, 2021	SELL	$534.95 - $674.41 $578,280 - $729,037	-1,081 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$483.33 - $606.83 $4,349 - $5,461	9 Added 0.84%	1,081 $602,000
Q1 2021 May 17, 2021	SELL	$386.16 - $551.63 $49,814 - $71,160	-129 Reduced 10.74%	1,072 $529,000
Q4 2020 Jan 28, 2021	BUY	$245.3 - $387.83 $21,341 - $33,741	87 Added 7.81%	1,201 $466,000
Q3 2020 Nov 03, 2020	BUY	$201.65 - $259.73 $604 - $779	3 Added 0.27%	1,114 $268,000
Q1 2020 Apr 17, 2020	SELL	$130.98 - $270.79 $12,574 - $25,995	-96 Reduced 7.95%	1,111 $206,000
Q3 2019 Oct 25, 2019	SELL	$184.71 - $233.79 $58,737 - $74,345	-318 Reduced 20.85%	1,207 $250,000
Q2 2019 Aug 05, 2019	BUY	$201.4 - $258.61 $5,035 - $6,465	25 Added 1.67%	1,525 $342,000
Q1 2019 May 15, 2019	SELL	$189.64 - $250.81 $54,995 - $72,734	-290 Reduced 16.2%	1,500 $371,000
Q4 2018 Feb 11, 2019	BUY	$180.49 - $321.39 $3,609 - $6,427	20 Added 1.13%	1,790 $433,000
Q3 2018 Nov 13, 2018	BUY	$289.02 - $331.24 $511,565 - $586,294	1,770 New	1,770 $550,000
Q3 2011 Nov 14, 2022	SELL	N/A	-108	924 $310,000

Others Institutions Holding SIVB

# of Institutions

Shares Held

137K

Call Options Held

Put Options Held

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About SVB FINANCIAL GROUP

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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