Marks Group Wealth Management’s First Republic Bank FRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$5.28M Buy
2022
Q3
$5.23M Buy
2022
Q2
$5.6M Buy
2022
Q1
Sell
2021
Q4
$3.19M Sell
2021
Q3
$6.5M Sell
2021
Q2
$6.4M Sell
2021
Q1
$6.15M Sell
2020
Q4
$6.22M Sell
2020
Q3
$4.76M Sell
2020
Q2
$4.68M Sell
2020
Q1
$3.74M Sell
2019
Q4
$5.43M Buy