Perigon Wealth Management, LLC First Republic Bank Transaction History

Perigon Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$111.47 - $142.35 $247,797 - $316,444	-2,223 Reduced 18.87%	9,557 $1.17 Million
Q3 2022 Dec 13, 2022	SELL	$17.63 - $162.71 $8,233 - $75,985	-467 Reduced 3.81%	11,780 $1.54 Million
Q2 2022 Aug 11, 2022	BUY	$134.3 - $165.8 $119,527 - $147,562	890 Added 7.84%	12,247 $1.77 Million
Q1 2022 May 16, 2022	BUY	$156.48 - $208.09 $18,151 - $24,138	116 Added 1.03%	11,357 $1.84 Million
Q4 2021 Feb 11, 2022	BUY	$196.19 - $221.91 $13,733 - $15,533	70 Added 0.63%	11,241 $2.32 Million
Q3 2021 Nov 01, 2021	BUY	$186.45 - $203.75 $2.08 Million - $2.28 Million	11,171 New	11,171 $2.16 Million
Q3 2021 Oct 25, 2021	SELL	$186.45 - $203.75 $1.81 Million - $1.98 Million	-9,722 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$167.47 - $195.03 $1.06 Million - $1.24 Million	6,340 Added 187.46%	9,722 $1.82 Million
Q1 2021 May 17, 2021	BUY	$144.99 - $178.23 $490,356 - $602,773	3,382 New	3,382 $564,000
Q3 2011 Nov 14, 2022	SELL	N/A	-467	11,780 $1.54 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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