MFWM
SIVB
Motley Fool Wealth Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,286
| Closed | -$5.59M | – | 132 |
|
|
2022
Q4 | $5.59M | Sell |
24,286
-288
| -1% | -$66.2K | 0.39% | 77 |
|
|
2022
Q3 | $8.25M | Buy |
24,574
+49
| +0.2% | +$16.5K | 0.54% | 62 |
|
|
2022
Q2 | $9.69M | Sell |
24,525
-115
| -0.5% | -$45.4K | 0.61% | 53 |
|
|
2022
Q1 | $13.8M | Sell |
24,640
-405
| -2% | -$227K | 0.66% | 49 |
|
|
2021
Q4 | $17M | Sell |
25,045
-10,428
| -29% | -$7.07M | 0.74% | 46 |
|
|
2021
Q3 | $16.5M | Buy |
35,473
+9,495
| +37% | +$4.41M | 0.72% | 46 |
|
|
2021
Q2 | $14.5M | Sell |
25,978
-250
| -1% | -$139K | 0.61% | 55 |
|
|
2021
Q1 | $12.9M | Sell |
26,228
-11,422
| -30% | -$5.64M | 0.58% | 58 |
|
|
2020
Q4 | $14.6M | Buy |
37,650
+549
| +1% | +$213K | 0.65% | 54 |
|
|
2020
Q3 | $8.93M | Buy |
37,101
+566
| +2% | +$136K | 0.46% | 64 |
|
|
2020
Q2 | $7.87M | Buy |
36,535
+255
| +0.7% | +$55K | 0.45% | 68 |
|
|
2020
Q1 | $5.48M | Sell |
36,280
-2,075
| -5% | -$313K | 0.4% | 74 |
|
|
2019
Q4 | $9.63M | Sell |
38,355
-581
| -1% | -$146K | 0.58% | 58 |
|
|
2019
Q3 | $8.14M | Sell |
38,936
-698
| -2% | -$146K | 0.54% | 59 |
|
|
2019
Q2 | $8.9M | Sell |
39,634
-503
| -1% | -$113K | 0.56% | 55 |
|
|
2019
Q1 | $8.93M | Sell |
40,137
-15
| -0% | -$3.34K | 0.57% | 53 |
|
|
2018
Q4 | $7.63M | Buy |
40,152
+1,026
| +3% | +$195K | 0.58% | 53 |
|
|
2018
Q3 | $12.2M | Buy |
39,126
+563
| +1% | +$175K | 0.78% | 39 |
|
|
2018
Q2 | $11.1M | Buy |
38,563
+1,179
| +3% | +$340K | 0.79% | 35 |
|
|
2018
Q1 | $8.97M | Buy |
37,384
+2,810
| +8% | +$674K | 0.66% | 47 |
|
|
2017
Q4 | $8.08M | Buy |
34,574
+2,218
| +7% | +$518K | 0.62% | 47 |
|
|
2017
Q3 | $6.05M | Buy |
32,356
+1,637
| +5% | +$306K | 0.52% | 58 |
|
|
2017
Q2 | $5.4M | Buy |
30,719
+2,454
| +9% | +$431K | 0.49% | 60 |
|
|
2017
Q1 | $5.26M | Buy |
28,265
+1,335
| +5% | +$248K | 0.51% | 62 |
|
|
2016
Q4 | $4.62M | Buy |
26,930
+721
| +3% | +$124K | 0.49% | 65 |
|
|
2016
Q3 | $2.9M | Buy |
+26,209
| New | +$2.9M | 0.31% | 95 |
|