Charles Schwab’s Farmers & Merchants Bancorp FMAO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
37,262
+705
| +2% | +$17.8K | ﹤0.01% | 2919 |
|
|
2025
Q1 | $874K | Hold |
36,557
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q4 | $1.08M | Hold |
36,557
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q3 | $1.01M | Sell |
36,557
-632
| -2% | -$17.5K | ﹤0.01% | 2912 |
|
|
2024
Q2 | $864K | Buy |
37,189
+1,780
| +5% | +$41.3K | ﹤0.01% | 2993 |
|
|
2024
Q1 | $789K | Hold |
35,409
| – | – | ﹤0.01% | 2863 |
|
|
2023
Q4 | $878K | Hold |
35,409
| – | – | ﹤0.01% | 2874 |
|
|
2023
Q3 | $621K | Sell |
35,409
-1,650
| -4% | -$28.9K | ﹤0.01% | 2964 |
|
|
2023
Q2 | $834K | Buy |
37,059
+2,602
| +8% | +$58.6K | ﹤0.01% | 2828 |
|
|
2023
Q1 | $838K | Buy |
34,457
+1,612
| +5% | +$39.2K | ﹤0.01% | 2795 |
|
|
2022
Q4 | $893K | Buy |
32,845
+1,682
| +5% | +$45.7K | ﹤0.01% | 2811 |
|
|
2022
Q3 | $838K | Sell |
31,163
-25
| -0.1% | -$672 | ﹤0.01% | 2842 |
|
|
2022
Q2 | $1.04M | Buy |
+31,188
| New | +$1.04M | ﹤0.01% | 2778 |
|
|
2021
Q2 | – | Sell |
-26,388
| Closed | -$664K | – | 3460 |
|
|
2021
Q1 | $664K | Buy |
26,388
+883
| +3% | +$22.2K | ﹤0.01% | 2987 |
|
|
2020
Q4 | $587K | Hold |
25,505
| – | – | ﹤0.01% | 2933 |
|
|
2020
Q3 | $511K | Sell |
25,505
-961
| -4% | -$19.3K | ﹤0.01% | 2872 |
|
|
2020
Q2 | $563K | Hold |
26,466
| – | – | ﹤0.01% | 2784 |
|
|
2020
Q1 | $686K | Buy |
26,466
+2,084
| +9% | +$54K | ﹤0.01% | 2596 |
|
|
2019
Q4 | $736K | Buy |
24,382
+782
| +3% | +$23.6K | ﹤0.01% | 2691 |
|
|
2019
Q3 | $613K | Hold |
23,600
| – | – | ﹤0.01% | 2719 |
|
|
2019
Q2 | $688K | Buy |
23,600
+2,136
| +10% | +$62.3K | ﹤0.01% | 2694 |
|
|
2019
Q1 | $647K | Buy |
21,464
+1,623
| +8% | +$48.9K | ﹤0.01% | 2670 |
|
|
2018
Q4 | $764K | Hold |
19,841
| – | – | ﹤0.01% | 2616 |
|
|
2018
Q3 | $846K | Hold |
19,841
| – | – | ﹤0.01% | 2670 |
|
|
2018
Q2 | $801K | Buy |
19,841
+2,000
| +11% | +$80.7K | ﹤0.01% | 2649 |
|
|
2018
Q1 | $721K | Hold |
17,841
| – | – | ﹤0.01% | 2623 |
|
|
2017
Q4 | $728K | Buy |
17,841
+2,641
| +17% | +$108K | ﹤0.01% | 2622 |
|
|
2017
Q3 | $555K | Hold |
15,200
| – | – | ﹤0.01% | 2687 |
|
|
2017
Q2 | $472K | Buy |
+15,200
| New | +$472K | ﹤0.01% | 2713 |
|