LWIC
FRC

Leith Wheeler Investment Counsel’s First Republic Bank FRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-84,320
Closed -$10.3M 61
2022
Q4
$10.3M Buy
84,320
+12,130
+17% +$1.48M 1.54% 12
2022
Q3
$9.42M Buy
72,190
+14,490
+25% +$1.89M 1.58% 11
2022
Q2
$10.7M Buy
+57,700
New +$10.7M 1.41% 13