Concord Wealth Partners First Republic Bank Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$111.47 - $142.35 $3,009 - $3,843	27 New	27 $3,000
Q2 2022 Aug 04, 2022	BUY	$134.3 - $165.8 $2,686 - $3,316	20 Added 57.14%	55 $8,000
Q4 2021 Jan 21, 2022	BUY	$196.19 - $221.91 $5,100 - $5,769	26 Added 288.89%	35 $7,000
Q3 2021 Nov 09, 2021	SELL	$186.45 - $203.75 $6,339 - $6,927	-34 Reduced 79.07%	9 $2,000
Q1 2021 May 13, 2021	BUY	$144.99 - $178.23 $6,234 - $7,663	43 New	43 $7,000

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...

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