AssetMark Inc’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
3,106
-40
| -1% | -$1.53K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $127K | Sell |
3,146
-333
| -10% | -$13.5K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $139K | Sell |
3,479
-137
| -4% | -$5.47K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $135K | Buy |
3,616
+388
| +12% | +$14.4K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $107K | Buy |
3,228
+39
| +1% | +$1.3K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $111K | Sell |
3,189
-321
| -9% | -$11.2K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $130K | Buy |
3,510
+704
| +25% | +$26.1K | ﹤0.01% | 992 |
|
|
2023
Q3 | $78.1K | Buy |
2,806
+387
| +16% | +$10.8K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $68.3K | Buy |
2,419
+657
| +37% | +$18.5K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $58.1K | Buy |
1,762
+521
| +42% | +$17.2K | ﹤0.01% | 996 |
|
|
2022
Q4 | $51K | Buy |
1,241
+82
| +7% | +$3.37K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $45K | Buy |
1,159
+276
| +31% | +$10.7K | ﹤0.01% | 961 |
|
|
2022
Q2 | $31K | Buy |
883
+528
| +149% | +$18.5K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $15K | Buy |
+355
| New | +$15K | ﹤0.01% | 1124 |
|