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 |
|