Roberts Wealth Advisors, LLC First Republic Bank Transaction History

Roberts Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 11, 2023	BUY	$12.18 - $147.0 $21,497 - $259,455	1,765 Added 6.07%	30,842 $431,000
Q4 2022 Jan 10, 2023	BUY	$111.47 - $142.35 $30,542 - $39,003	274 Added 0.95%	29,077 $0
Q3 2022 Oct 13, 2022	BUY	$17.63 - $162.71 $11,406 - $105,273	647 Added 2.3%	28,803 $4.01 Million
Q2 2022 Jul 11, 2022	BUY	$134.3 - $165.8 $139,940 - $172,763	1,042 Added 3.84%	28,156 $4.25 Million
Q1 2022 Apr 12, 2022	BUY	$156.48 - $208.09 $56,176 - $74,704	359 Added 1.34%	27,114 $4.39 Million
Q4 2021 Jan 12, 2022	SELL	$196.19 - $221.91 $112,220 - $126,932	-572 Reduced 2.09%	26,755 $5.28 Million
Q3 2021 Oct 12, 2021	BUY	$186.45 - $203.75 $5.1 Million - $5.57 Million	27,327 New	27,327 $5.27 Million

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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