Grimes & Company’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$5.35M Buy
2022
Q3
$7.57M Buy
2022
Q2
$8.77M Buy
2022
Q1
$12.2M Buy
2021
Q4
$14.7M Sell
2021
Q3
$14.1M Sell
2021
Q2
$12.8M Sell
2021
Q1
$12.3M Sell
2020
Q4
$15M Sell
2020
Q3
$9.68M Buy
2020
Q2
$8.51M Buy
2020
Q1
$5.95M Sell
2019
Q4
$9.99M Buy
2019
Q3
$8.3M Buy
2019
Q2
$8.49M Buy