Creative Planning’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4M | Buy |
103,293
+23,855
| +30% | +$932K | ﹤0.01% | 1361 |
|
|
2025
Q4 | $2.98M | Buy |
79,438
+15,224
| +24% | +$564K | ﹤0.01% | 1382 |
|
|
2025
Q3 | $2.42M | Buy |
64,214
+15,282
| +31% | +$610K | ﹤0.01% | 1389 |
|
|
2025
Q2 | $1.87M | Buy |
48,932
+6,478
| +15% | +$240K | ﹤0.01% | 1377 |
|
|
2025
Q1 | $1.72M | Buy |
42,454
+6,415
| +18% | +$267K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $1.44M | Buy |
36,039
+20,142
| +127% | +$815K | ﹤0.01% | 1366 |
|
|
2024
Q3 | $591K | Buy |
15,897
+3,262
| +26% | +$121K | ﹤0.01% | 1955 |
|
|
2024
Q2 | $421K | Buy |
12,635
+1,349
| +12% | +$45.1K | ﹤0.01% | 2081 |
|
|
2024
Q1 | $394K | Buy |
11,286
+1,343
| +14% | +$46.1K | ﹤0.01% | 2036 |
|
|
2023
Q4 | $369K | Buy |
9,943
+1,432
| +17% | +$44.4K | ﹤0.01% | 1936 |
|
|
2023
Q3 | $237K | Buy |
+8,511
| New | +$255K | ﹤0.01% | 2113 |
|
|
2022
Q4 | – | Sell |
-7,093
| Closed | -$274K | – | 2526 |
|
|
2022
Q3 | $274K | Buy |
+7,093
| New | +$281K | ﹤0.01% | 1710 |
|
|
2017
Q3 | – | Sell |
-151
| Closed | -$6K | – | 2538 |
|
|
2017
Q2 | $6K | Buy |
+151
| New | +$6.09K | ﹤0.01% | 3901 |
|
|
2016
Q4 | – | Sell |
-44
| Closed | -$1K | – | 4684 |
|
|
2016
Q3 | $1K | Buy |
+44
| New | +$1.16K | ﹤0.01% | 4372 |
|
|
2015
Q4 | – | Sell |
-308
| Closed | -$8K | – | 4461 |
|
|
2015
Q3 | $8K | Buy |
+308
| New | +$7.96K | ﹤0.01% | 3337 |
|
|
2015
Q1 | – | Sell |
-858
| Closed | -$20K | – | 4282 |
|
|
2014
Q4 | $20K | Buy |
+858
| New | +$18.6K | ﹤0.01% | 2652 |
|
|
2014
Q2 | – | Sell |
-260
| Closed | -$6K | – | 3835 |
|
|
2014
Q1 | $6K | Buy |
+260
| New | +$5.51K | ﹤0.01% | 2991 |
|
Other funds holding FRME
VPM
VCM
N
