Clearstead Advisors’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 | $65.7K | Hold |
2,600
| – | – | ﹤0.01% | 1192 |
|
|
2025
Q1 | $62.2K | Hold |
2,600
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q4 | $76.6K | Hold |
2,600
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q3 | $71.9K | Sell |
2,600
-700
| -21% | -$19.4K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $76.6K | Sell |
3,300
-700
| -18% | -$16.3K | ﹤0.01% | 1062 |
|
|
2024
Q1 | $90.1K | Hold |
4,000
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $99.2K | Sell |
4,000
-4,000
| -50% | -$99.2K | 0.01% | 585 |
|
|
2023
Q3 | $140K | Buy |
8,000
+4,000
| +100% | +$70.1K | ﹤0.01% | 652 |
|
|
2023
Q2 | $90K | Hold |
4,000
| – | – | 0.01% | 602 |
|
|
2023
Q1 | $97.3K | Hold |
4,000
| – | – | 0.01% | 514 |
|
|
2022
Q4 | $109K | Hold |
4,000
| – | – | 0.01% | 482 |
|
|
2022
Q3 | $107K | Hold |
4,000
| – | – | 0.01% | 462 |
|
|
2022
Q2 | $133K | Hold |
4,000
| – | – | 0.01% | 443 |
|
|
2022
Q1 | $145K | Hold |
4,000
| – | – | 0.01% | 467 |
|
|
2021
Q4 | $131K | Hold |
4,000
| – | – | 0.01% | 464 |
|
|
2021
Q3 | $90K | Hold |
4,000
| – | – | 0.01% | 504 |
|
|
2021
Q2 | $87K | Hold |
4,000
| – | – | 0.01% | 477 |
|
|
2021
Q1 | $101K | Hold |
4,000
| – | – | 0.01% | 438 |
|
|
2020
Q4 | $92K | Hold |
4,000
| – | – | 0.01% | 429 |
|
|
2020
Q3 | $80K | Hold |
4,000
| – | – | 0.01% | 398 |
|
|
2020
Q2 | $85K | Hold |
4,000
| – | – | 0.01% | 370 |
|
|
2020
Q1 | $104K | Buy |
+4,000
| New | +$104K | 0.02% | 322 |
|