Carson Wealth (CWM LLC)’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 | $232K | Buy |
6,070
+1,401
| +30% | +$53.5K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $189K | Buy |
4,669
+1,432
| +44% | +$58K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $129K | Buy |
3,237
+63
| +2% | +$2.51K | ﹤0.01% | 2112 |
|
|
2024
Q3 | $118K | Buy |
3,174
+1,254
| +65% | +$46.6K | ﹤0.01% | 2094 |
|
|
2024
Q2 | $64K | Buy |
1,920
+1,606
| +511% | +$53.5K | ﹤0.01% | 2285 |
|
|
2024
Q1 | $11K | Buy |
314
+28
| +10% | +$981 | ﹤0.01% | 3275 |
|
|
2023
Q4 | $11K | Hold |
286
| – | – | ﹤0.01% | 3131 |
|
|
2023
Q3 | $8K | Hold |
286
| – | – | ﹤0.01% | 3236 |
|
|
2023
Q2 | $8K | Buy |
286
+241
| +536% | +$6.74K | ﹤0.01% | 3195 |
|
|
2023
Q1 | $1K | Sell |
45
-132
| -75% | -$2.93K | ﹤0.01% | 3814 |
|
|
2022
Q4 | $7K | Buy |
177
+97
| +121% | +$3.84K | ﹤0.01% | 2995 |
|
|
2022
Q3 | $3K | Buy |
80
+72
| +900% | +$2.7K | ﹤0.01% | 3294 |
|
|
2022
Q2 | $0 | Sell |
8
-274
| -97% | – | ﹤0.01% | 3866 |
|
|
2022
Q1 | $12K | Buy |
282
+124
| +78% | +$5.28K | ﹤0.01% | 2366 |
|
|
2021
Q4 | $7K | Buy |
+158
| New | +$7K | ﹤0.01% | 2537 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$1K | – | 1895 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1515 |
|