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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $20K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $6K | Buy |
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