MinichMacGregor 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
-10
Closed -$1.22K 700
2022
Q4
$1.22K Buy
+10
New +$1.22K ﹤0.01% 617
2016
Q3
Sell
-14
Closed 497
2016
Q2
$0 Sell
14
-8
-36% ﹤0.01% 484
2016
Q1
$1K Sell
22
-14
-39% -$636 ﹤0.01% 415
2015
Q4
$2K Buy
+36
New +$2K ﹤0.01% 340