MWPCG
Measured Wealth Private Client Group’s First Bancorp FBP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
36,688
-613
| -2% | -$12.8K | 0.23% | 64 |
|
|
2025
Q1 | $715K | Buy |
37,301
+3,136
| +9% | +$60.1K | 0.23% | 65 |
|
|
2024
Q4 | $635K | Buy |
34,165
+270
| +0.8% | +$5.02K | 0.21% | 65 |
|
|
2024
Q3 | $718K | Sell |
33,895
-955
| -3% | -$20.2K | 0.24% | 56 |
|
|
2024
Q2 | $637K | Buy |
34,850
+5,359
| +18% | +$98K | 0.22% | 68 |
|
|
2024
Q1 | $517K | Buy |
29,491
+2,240
| +8% | +$39.3K | 0.18% | 94 |
|
|
2023
Q4 | $448K | Buy |
+27,251
| New | +$448K | 0.17% | 107 |
|