Cape Investment Advisory’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-150
| Closed | -$5.07K | – | 1272 |
|
|
2025
Q1 | $5.07K | Hold |
150
| – | – | ﹤0.01% | 743 |
|
|
2024
Q4 | $5.25K | Hold |
150
| – | – | ﹤0.01% | 728 |
|
|
2024
Q3 | $4.82K | Hold |
150
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $3.9K | Hold |
150
| – | – | ﹤0.01% | 714 |
|
|
2024
Q1 | $3.89K | Hold |
150
| – | – | ﹤0.01% | 685 |
|
|
2023
Q4 | $4.4K | Hold |
150
| – | – | ﹤0.01% | 795 |
|
|
2023
Q3 | $4.05K | Hold |
150
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $3.88K | Hold |
150
| – | – | ﹤0.01% | 696 |
|
|
2023
Q1 | $3.88K | Buy |
+150
| New | +$3.88K | ﹤0.01% | 725 |
|