Welch & Forbes LLC Svb Financial Group Transaction History

Welch & Forbes LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$200.26 - $376.49 $130,169 - $244,718	-650 Reduced 40.63%	950 $218,000
Q2 2021 Jul 22, 2021	SELL	$483.33 - $606.83 $86,999 - $109,229	-180 Reduced 10.11%	1,600 $890,000
Q1 2021 Apr 14, 2021	SELL	$386.16 - $551.63 $15,446 - $22,065	-40 Reduced 2.2%	1,780 $879,000
Q4 2020 Jan 20, 2021	BUY	$245.3 - $387.83 $203,599 - $321,898	830 Added 83.84%	1,820 $706,000
Q2 2020 Jul 15, 2020	BUY	$139.34 - $236.04 $137,946 - $233,679	990 New	990 $214,000
Q1 2020 Apr 17, 2020	SELL	$130.98 - $270.79 $134,254 - $277,559	-1,025 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$188.33 - $254.21 $193,038 - $260,565	1,025 New	1,025 $257,000
Q3 2019 Oct 11, 2019	SELL	$184.71 - $233.79 $175,474 - $222,100	-950 Closed	0 $0
Q2 2019 Jul 12, 2019	SELL	$201.4 - $258.61 $201 - $258	-1 Reduced 0.11%	950 $213,000
Q1 2019 Apr 29, 2019	BUY	$189.64 - $250.81 $180,347 - $238,520	951 New	951 $211,000
Q4 2018 Feb 05, 2019	SELL	$180.49 - $321.39 $171,465 - $305,320	-950 Closed	0 $0
Q4 2017 Jan 26, 2018	BUY	$181.64 - $241.7 $172,558 - $229,615	950	950 $222,000

150K

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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