Beese Fulmer Investment Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $6.67M | Buy |
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|
2022
Q3 | $6.66M | Buy |
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|
2022
Q2 | $7.31M | Sell |
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|
2022
Q1 | $8.51M | Buy |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $9.24M | Sell |
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|
2020
Q4 | $8.32M | Sell |
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|
2020
Q3 | $6.32M | Buy |
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|
2020
Q2 | $6.04M | Sell |
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|
2020
Q1 | $4.75M | Sell |
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|
2019
Q4 | $6.79M | Buy |
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|
2019
Q3 | $5.53M | Buy |
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|
2019
Q2 | $5.49M | Sell |
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|
2019
Q1 | $5.71M | Sell |
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|
2018
Q4 | $5.71M | Buy |
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|
2018
Q3 | $6.16M | Buy |
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|
2018
Q2 | $6.14M | Buy |
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|
2018
Q1 | $5.76M | Buy |
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|
2017
Q4 | $5.21M | Sell |
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|
2017
Q3 | $6.63M | Sell |
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|
2017
Q2 | $6.39M | Sell |
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|
2017
Q1 | $6.01M | Sell |
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|
2016
Q4 | $5.97M | Sell |
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|
2016
Q3 | $5.16M | Buy |
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|
2016
Q2 | $4.58M | Sell |
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|
2016
Q1 | $4.24M | Buy |
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|
2015
Q4 | $4.3M | Buy |
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|
2015
Q3 | $4.07M | Buy |
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