Congress Wealth Management’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 |
-136,777
| Closed | -$16.7M | – | 581 |
|
|
2022
Q4 | $16.7M | Sell |
136,777
-3,668
| -3% | -$447K | 0.43% | 49 |
|
|
2022
Q3 | $18.3M | Buy |
140,445
+4,460
| +3% | +$582K | 0.49% | 42 |
|
|
2022
Q2 | $19.6M | Buy |
135,985
+1,601
| +1% | +$231K | 0.5% | 41 |
|
|
2022
Q1 | $21.8M | Buy |
134,384
+1,559
| +1% | +$253K | 0.48% | 53 |
|
|
2021
Q4 | $27.4M | Buy |
+132,825
| New | +$27.4M | 0.55% | 44 |
|