Creative Planning’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
48,932
+6,478
| +15% | +$248K | ﹤0.01% | 1373 |
|
|
2025
Q1 | $1.72M | Buy |
42,454
+6,415
| +18% | +$259K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $1.44M | Buy |
36,039
+20,142
| +127% | +$803K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $591K | Buy |
15,897
+3,262
| +26% | +$121K | ﹤0.01% | 1955 |
|
|
2024
Q2 | $421K | Buy |
12,635
+1,349
| +12% | +$44.9K | ﹤0.01% | 2073 |
|
|
2024
Q1 | $394K | Buy |
11,286
+1,343
| +14% | +$46.9K | ﹤0.01% | 2029 |
|
|
2023
Q4 | $369K | Buy |
9,943
+1,432
| +17% | +$53.1K | ﹤0.01% | 1932 |
|
|
2023
Q3 | $237K | Buy |
+8,511
| New | +$237K | ﹤0.01% | 2107 |
|
|
2022
Q4 | – | Sell |
-7,093
| Closed | -$274K | – | 2409 |
|
|
2022
Q3 | $274K | Buy |
+7,093
| New | +$274K | ﹤0.01% | 1699 |
|
|
2017
Q3 | – | Sell |
-151
| Closed | -$6K | – | 2481 |
|
|
2017
Q2 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 3849 |
|
|
2016
Q4 | – | Sell |
-44
| Closed | -$1K | – | 4480 |
|
|
2016
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 4217 |
|
|
2015
Q4 | – | Sell |
-308
| Closed | -$8K | – | 4311 |
|
|
2015
Q3 | $8K | Buy |
+308
| New | +$8K | ﹤0.01% | 3300 |
|
|
2015
Q1 | – | Sell |
-858
| Closed | -$20K | – | 4120 |
|
|
2014
Q4 | $20K | Buy |
+858
| New | +$20K | ﹤0.01% | 2622 |
|
|
2014
Q2 | – | Sell |
-260
| Closed | -$6K | – | 3700 |
|
|
2014
Q1 | $6K | Buy |
+260
| New | +$6K | ﹤0.01% | 2926 |
|