Farmers & Merchants Investments Inc’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
4,643
+4,419
| +1,973% | +$2.33M | 0.07% | 161 |
|
|
2025
Q1 | $114K | Hold |
224
| – | – | ﹤0.01% | 357 |
|
|
2024
Q4 | $112K | Sell |
224
-2
| -0.9% | -$996 | ﹤0.01% | 362 |
|
|
2024
Q3 | $117K | Hold |
226
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $101K | Sell |
226
-2
| -0.9% | -$892 | ﹤0.01% | 368 |
|
|
2024
Q1 | $97K | Hold |
228
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $100K | Hold |
228
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $83.3K | Hold |
228
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $91.4K | Sell |
228
-11
| -5% | -$4.41K | ﹤0.01% | 350 |
|
|
2023
Q1 | $82.4K | Sell |
239
-2
| -0.8% | -$690 | ﹤0.01% | 352 |
|
|
2022
Q4 | $80.7K | Buy |
241
+13
| +6% | +$4.35K | ﹤0.01% | 354 |
|
|
2022
Q3 | $70K | Buy |
228
+44
| +24% | +$13.5K | ﹤0.01% | 375 |
|
|
2022
Q2 | $62K | Sell |
184
-7
| -4% | -$2.36K | ﹤0.01% | 390 |
|
|
2022
Q1 | $78K | Buy |
191
+40
| +26% | +$16.3K | ﹤0.01% | 374 |
|
|
2021
Q4 | $71K | Hold |
151
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $64K | Buy |
151
+24
| +19% | +$10.2K | ﹤0.01% | 381 |
|
|
2021
Q2 | $52K | Hold |
127
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $45K | Hold |
127
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $42K | Hold |
127
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $46K | Sell |
127
-6
| -5% | -$2.17K | ﹤0.01% | 332 |
|
|
2020
Q2 | $44K | Buy |
133
+13
| +11% | +$4.3K | ﹤0.01% | 328 |
|
|
2020
Q1 | $29K | Buy |
120
+2
| +2% | +$483 | ﹤0.01% | 344 |
|
|
2019
Q4 | $32K | Hold |
118
| – | – | ﹤0.01% | 365 |
|
|
2019
Q3 | $29K | Hold |
118
| – | – | ﹤0.01% | 379 |
|
|
2019
Q2 | $27K | Buy |
118
+8
| +7% | +$1.83K | ﹤0.01% | 378 |
|
|
2019
Q1 | $23K | Buy |
110
+13
| +13% | +$2.72K | ﹤0.01% | 391 |
|
|
2018
Q4 | $16K | Hold |
97
| – | – | ﹤0.01% | 432 |
|
|
2018
Q3 | $19K | Buy |
97
+9
| +10% | +$1.76K | ﹤0.01% | 442 |
|
|
2018
Q2 | $18K | Sell |
88
-100
| -53% | -$20.5K | ﹤0.01% | 454 |
|
|
2018
Q1 | $36K | Buy |
188
+100
| +114% | +$19.1K | ﹤0.01% | 356 |
|
|
2017
Q4 | $15K | Buy |
88
+9
| +11% | +$1.53K | ﹤0.01% | 470 |
|
|
2017
Q3 | $12K | Buy |
79
+29
| +58% | +$4.41K | ﹤0.01% | 488 |
|
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 607 |
|
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 561 |
|
|
2016
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 649 |
|