BPWM
FRC
Badgley Phelps Wealth Managers’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-76,592
| Closed | -$9.34M | – | 223 |
|
|
2022
Q4 | $9.34M | Buy |
76,592
+428
| +0.6% | +$52.2K | 0.37% | 89 |
|
|
2022
Q3 | $9.94M | Buy |
76,164
+794
| +1% | +$104K | 0.43% | 82 |
|
|
2022
Q2 | $10.9M | Sell |
75,370
-33,529
| -31% | -$4.83M | 0.45% | 77 |
|
|
2022
Q1 | $17.7M | Sell |
108,899
-1,245
| -1% | -$202K | 0.61% | 54 |
|
|
2021
Q4 | $22.7M | Buy |
110,144
+3,432
| +3% | +$709K | 0.74% | 46 |
|
|
2021
Q3 | $20.6M | Buy |
+106,712
| New | +$20.6M | 0.75% | 45 |
|