CWM
Cranbrook Wealth Management’s First Merchants FRME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
11,451
| – | – | 0.09% | 83 |
|
|
2025
Q1 | $463K | Hold |
11,451
| – | – | 0.11% | 77 |
|
|
2024
Q4 | $457K | Hold |
11,451
| – | – | 0.11% | 82 |
|
|
2024
Q3 | $426K | Hold |
11,451
| – | – | 0.1% | 91 |
|
|
2024
Q2 | $381K | Hold |
11,451
| – | – | 0.09% | 85 |
|
|
2024
Q1 | $400K | Buy |
11,451
+10,750
| +1,534% | +$375K | 0.1% | 78 |
|
|
2023
Q4 | $26K | Hold |
701
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $19.5K | Hold |
701
| – | – | 0.01% | 188 |
|
|
2023
Q2 | $19.8K | Hold |
701
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $23.1K | Hold |
701
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $28.8K | Hold |
701
| – | – | 0.01% | 181 |
|
|
2022
Q3 | $27K | Hold |
701
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $25K | Hold |
701
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $29K | Hold |
701
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $29K | Hold |
701
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $29K | Hold |
701
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $29K | Hold |
701
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $33K | Hold |
701
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $26K | Sell |
701
-1,417
| -67% | -$52.6K | 0.01% | 191 |
|
|
2020
Q3 | $49K | Hold |
2,118
| – | – | 0.01% | 143 |
|
|
2020
Q2 | $58K | Hold |
2,118
| – | – | 0.02% | 131 |
|
|
2020
Q1 | $56K | Hold |
2,118
| – | – | 0.02% | 127 |
|
|
2019
Q4 | $88K | Hold |
2,118
| – | – | 0.02% | 114 |
|
|
2019
Q3 | $80K | Buy |
+2,118
| New | +$80K | 0.02% | 116 |
|