EWM
FRC
Evercore Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,100
| Closed | -$141K | – | 430 |
|
|
2023
Q1 | $141K | Buy |
10,100
+8,110
| +408% | +$113K | ﹤0.01% | 391 |
|
|
2022
Q4 | $243K | Hold |
1,990
| – | – | 0.01% | 355 |
|
|
2022
Q3 | $260K | Sell |
1,990
-175
| -8% | -$22.9K | 0.01% | 334 |
|
|
2022
Q2 | $312K | Hold |
2,165
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $351K | Sell |
2,165
-47
| -2% | -$7.62K | 0.01% | 326 |
|
|
2021
Q4 | $457K | Hold |
2,212
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $427K | Hold |
2,212
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $414K | Hold |
2,212
| – | – | 0.01% | 313 |
|
|
2021
Q1 | $369K | Buy |
2,212
+284
| +15% | +$47.4K | 0.01% | 338 |
|
|
2020
Q4 | $283K | Hold |
1,928
| – | – | 0.01% | 366 |
|
|
2020
Q3 | $210K | Sell |
1,928
-457
| -19% | -$49.8K | 0.01% | 359 |
|
|
2020
Q2 | $253K | Sell |
2,385
-450
| -16% | -$47.7K | 0.01% | 328 |
|
|
2020
Q1 | $233K | Sell |
2,835
-88
| -3% | -$7.23K | 0.01% | 323 |
|
|
2019
Q4 | $343K | Hold |
2,923
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $283K | Buy |
+2,923
| New | +$283K | 0.01% | 348 |
|
|
2018
Q1 | – | Sell |
-810
| Closed | -$70K | – | 840 |
|
|
2017
Q4 | $70K | Hold |
810
| – | – | ﹤0.01% | 527 |
|
|
2017
Q3 | $85K | Hold |
810
| – | – | ﹤0.01% | 492 |
|
|
2017
Q2 | $81K | Sell |
810
-275
| -25% | -$27.5K | ﹤0.01% | 510 |
|
|
2017
Q1 | $102K | Sell |
1,085
-115
| -10% | -$10.8K | ﹤0.01% | 480 |
|
|
2016
Q4 | $111K | Hold |
1,200
| – | – | ﹤0.01% | 475 |
|
|
2016
Q3 | $93K | Sell |
1,200
-130
| -10% | -$10.1K | ﹤0.01% | 495 |
|
|
2016
Q2 | $93K | Hold |
1,330
| – | – | ﹤0.01% | 475 |
|
|
2016
Q1 | $89K | Hold |
1,330
| – | – | ﹤0.01% | 472 |
|
|
2015
Q4 | $88K | Buy |
+1,330
| New | +$88K | ﹤0.01% | 493 |
|