Blue Chip Partners’s First Republic Bank FRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,701
Closed -$207K 179
2022
Q4
$207K Sell
1,701
-675
-28% -$82.3K 0.03% 130
2022
Q3
$310K Buy
2,376
+3
+0.1% +$391 0.04% 96
2022
Q2
$342K Buy
2,373
+108
+5% +$15.6K 0.04% 101
2022
Q1
$367K Buy
2,265
+63
+3% +$10.2K 0.05% 104
2021
Q4
$455K Buy
2,202
+701
+47% +$145K 0.06% 101
2021
Q3
$290K Buy
+1,501
New +$290K 0.04% 115