Dorchester Wealth Management CO Focus Financial Partners Inc. Transaction History

Dorchester Wealth Management CO

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	BUY	$37.77 - $51.93 $94,425 - $129,825	2,500 Added 6.58%	40,500 $2.1 Million
Q4 2022 Jan 31, 2023	SELL	$30.65 - $39.97 $76,625 - $99,925	-2,500 Reduced 6.17%	38,000 $1.42 Million
Q4 2021 Feb 08, 2022	SELL	$52.65 - $68.21 $52,650 - $68,210	-1,000 Reduced 2.41%	40,500 $2.42 Million
Q3 2021 Oct 26, 2021	SELL	$48.09 - $53.55 $216,405 - $240,975	-4,500 Reduced 9.78%	41,500 $2.17 Million
Q1 2021 Apr 20, 2021	SELL	$41.36 - $54.7 $310,200 - $410,250	-7,500 Reduced 14.02%	46,000 $1.92 Million

Q4 2020 Jan 22, 2021	SELL	$32.93 - $46.17 $353,997 - $496,327	-10,750 Reduced 16.73%	53,500 $2.33 Million
Q3 2020 Oct 19, 2020	SELL	$30.42 - $39.94 $296,595 - $389,415	-9,750 Reduced 13.18%	64,250 $2.11 Million
Q2 2020 Jul 20, 2020	SELL	$18.66 - $33.05 $158,610 - $280,925	-8,500 Reduced 10.3%	74,000 $2.45 Million
Q1 2019 Apr 17, 2019	BUY	$24.78 - $39.15 $2.04 Million - $3.23 Million	82,500 New	82,500 $2.94 Million

70.5K

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...

Get notified when there are updates to the investment portfolio of Dorchester Wealth Management CO, based on Form 13F filings with the SEC.

Stay updated on Dorchester Wealth Management CO with notifications on news.