Laird Norton Wetherby Wealth Management’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,186
| Closed | -$510K | – | 939 |
|
|
2022
Q4 | $510K | Sell |
4,186
-383
| -8% | -$46.7K | 0.03% | 510 |
|
|
2022
Q3 | $597K | Buy |
4,569
+400
| +10% | +$52.3K | 0.04% | 432 |
|
|
2022
Q2 | $601K | Buy |
4,169
+400
| +11% | +$57.7K | 0.04% | 438 |
|
|
2022
Q1 | $611K | Buy |
3,769
+378
| +11% | +$61.3K | 0.04% | 449 |
|
|
2021
Q4 | $700K | Buy |
3,391
+33
| +1% | +$6.81K | 0.04% | 404 |
|
|
2021
Q3 | $648K | Buy |
3,358
+79
| +2% | +$15.2K | 0.04% | 417 |
|
|
2021
Q2 | $614K | Buy |
3,279
+2
| +0.1% | +$375 | 0.04% | 435 |
|
|
2021
Q1 | $546K | Buy |
3,277
+23
| +0.7% | +$3.83K | 0.04% | 409 |
|
|
2020
Q4 | $478K | Buy |
3,254
+8
| +0.2% | +$1.18K | 0.03% | 473 |
|
|
2020
Q3 | $354K | Sell |
3,246
-331
| -9% | -$36.1K | 0.03% | 474 |
|
|
2020
Q2 | $379K | Sell |
3,577
-452
| -11% | -$47.9K | 0.04% | 431 |
|
|
2020
Q1 | $332K | Buy |
4,029
+986
| +32% | +$81.2K | 0.04% | 423 |
|
|
2019
Q4 | $358K | Buy |
3,043
+291
| +11% | +$34.2K | 0.04% | 488 |
|
|
2019
Q3 | $266K | Sell |
2,752
-323
| -11% | -$31.2K | 0.03% | 581 |
|
|
2019
Q2 | $301K | Buy |
3,075
+190
| +7% | +$18.6K | 0.03% | 533 |
|
|
2019
Q1 | $290K | Buy |
2,885
+222
| +8% | +$22.3K | 0.04% | 524 |
|
|
2018
Q4 | $231K | Buy |
2,663
+125
| +5% | +$10.8K | 0.03% | 544 |
|
|
2018
Q3 | $244K | Buy |
+2,538
| New | +$244K | 0.03% | 561 |
|