Atlas Brown’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-9,364
| Closed | -$353K | – | 229 |
|
|
2025
Q3 | $353K | Sell |
9,364
-3,225
| -26% | -$129K | 0.1% | 165 |
|
|
2025
Q2 | $482K | Buy |
12,589
+6,184
| +97% | +$229K | 0.15% | 131 |
|
|
2025
Q1 | $259K | Hold |
6,405
| – | – | 0.09% | 181 |
|
|
2024
Q4 | $255K | Hold |
6,405
| – | – | 0.09% | 183 |
|
|
2024
Q3 | $238K | Hold |
6,405
| – | – | 0.08% | 187 |
|
|
2024
Q2 | $213K | Hold |
6,405
| – | – | 0.08% | 193 |
|
|
2024
Q1 | $224K | Hold |
6,405
| – | – | 0.08% | 189 |
|
|
2023
Q4 | $237K | Buy |
+6,405
| New | +$198K | 0.1% | 170 |
|
|
2023
Q2 | – | Sell |
-6,405
| Closed | -$211K | – | 183 |
|
|
2023
Q1 | $211K | Hold |
6,405
| – | – | 0.1% | 168 |
|
|
2022
Q4 | $263K | Hold |
6,405
| – | – | 0.13% | 149 |
|
|
2022
Q3 | $248K | Hold |
6,405
| – | – | 0.13% | 147 |
|
|
2022
Q2 | $228K | Hold |
6,405
| – | – | 0.11% | 159 |
|
|
2022
Q1 | $266K | Hold |
6,405
| – | – | 0.11% | 156 |
|
|
2021
Q4 | $268K | Hold |
6,405
| – | – | 0.1% | 158 |
|
|
2021
Q3 | $268K | Hold |
6,405
| – | – | 0.12% | 149 |
|
|
2021
Q2 | $267K | Hold |
6,405
| – | – | 0.12% | 153 |
|
|
2021
Q1 | $298K | Sell |
6,405
-6,640
| -51% | -$286K | 0.14% | 140 |
|
|
2020
Q4 | $488K | Sell |
13,045
-1,810
| -12% | -$56.2K | 0.25% | 108 |
|
|
2020
Q3 | $344K | Hold |
14,855
| – | – | 0.2% | 117 |
|
|
2020
Q2 | $410K | Hold |
14,855
| – | – | 0.26% | 104 |
|
|
2020
Q1 | $394K | Hold |
14,855
| – | – | 0.31% | 92 |
|
|
2019
Q4 | $618K | Buy |
14,855
+1,498
| +11% | +$59.8K | 0.39% | 74 |
|
|
2019
Q3 | $503K | Hold |
13,357
| – | – | 0.36% | 80 |
|
|
2019
Q2 | $506K | Hold |
13,357
| – | – | 0.35% | 79 |
|
|
2019
Q1 | $492K | Hold |
13,357
| – | – | 0.35% | 83 |
|
|
2018
Q4 | $458K | Hold |
13,357
| – | – | 0.35% | 79 |
|
|
2018
Q3 | $601K | Hold |
13,357
| – | – | 0.37% | 78 |
|
|
2018
Q2 | $638K | Hold |
13,357
| – | – | 0.15% | 72 |
|
|
2018
Q1 | $557K | Hold |
13,357
| – | – | 0.1% | 80 |
|
|
2017
Q4 | $583K | Buy |
+13,357
| New | +$570K | 0.1% | 81 |
|
Other funds holding FRME
N
