Williams Jones 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 |
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|
2022
Q4 | $6.67M | Sell |
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|
2022
Q3 | $7.55M | Sell |
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|
2022
Q2 | $9.03M | Sell |
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|
2022
Q1 | $10.2M | Buy |
|
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|
2021
Q4 | $12.8M | Buy |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $7.71M | Buy |
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|
2021
Q1 | $6.69M | Buy |
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|
2020
Q4 | $5.74M | Buy |
|
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $4.14M | Sell |
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|
2020
Q1 | $3.45M | Sell |
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|
2019
Q4 | $5.42M | Sell |
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|
2019
Q3 | $4.55M | Buy |
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