Carolinas Wealth Consulting’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
Sell
-70
Closed -$2.83K 338
2025
Q1
$2.83K Hold
70
﹤0.01% 715
2024
Q4
$2.79K Sell
70
-8
-10% -$319 ﹤0.01% 755
2024
Q3
$2.9K Sell
78
-1
-1% -$37 ﹤0.01% 752
2024
Q2
$2.63K Sell
79
-11
-12% -$366 ﹤0.01% 749
2024
Q1
$3.14K Hold
90
﹤0.01% 718
2023
Q4
$3.34K Sell
90
-6
-6% -$222 ﹤0.01% 681
2023
Q3
$2.62K Buy
96
+12
+14% +$328 ﹤0.01% 707
2023
Q2
$2.37K Sell
84
-17
-17% -$480 ﹤0.01% 787
2023
Q1
$3.33K Buy
101
+20
+25% +$659 ﹤0.01% 751
2022
Q4
$3.33K Sell
81
-2
-2% -$82 ﹤0.01% 745
2022
Q3
$3K Hold
83
﹤0.01% 719
2022
Q2
$3K Hold
83
﹤0.01% 723
2022
Q1
$3K Hold
83
﹤0.01% 759
2021
Q4
$3K Sell
83
-1
-1% -$36 ﹤0.01% 772
2021
Q3
$4K Hold
84
﹤0.01% 698
2021
Q2
$4K Hold
84
﹤0.01% 728
2021
Q1
$4K Buy
84
+1
+1% +$48 ﹤0.01% 735
2020
Q4
$3K Sell
83
-16
-16% -$578 ﹤0.01% 699
2020
Q3
$2K Buy
+99
New +$2K ﹤0.01% 695