Goelzer Investment Management’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 | $259K | Hold |
6,765
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $274K | Hold |
6,765
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $270K | Buy |
+6,765
| New | +$270K | 0.02% | 221 |
|
|
2024
Q2 | – | Sell |
-6,765
| Closed | -$236K | – | 231 |
|
|
2024
Q1 | $236K | Hold |
6,765
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $251K | Sell |
6,765
-3,200
| -32% | -$119K | 0.02% | 221 |
|
|
2023
Q3 | $277K | Hold |
9,965
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $281K | Hold |
9,965
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $328K | Hold |
9,965
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $410K | Hold |
9,965
| – | – | 0.04% | 201 |
|
|
2022
Q3 | $385K | Buy |
+9,965
| New | +$385K | 0.04% | 194 |
|
|
2019
Q3 | – | Sell |
-5,627
| Closed | -$213K | – | 258 |
|
|
2019
Q2 | $213K | Hold |
5,627
| – | – | 0.02% | 250 |
|
|
2019
Q1 | $207K | Buy |
+5,627
| New | +$207K | 0.02% | 263 |
|
|
2018
Q3 | – | Sell |
-4,358
| Closed | -$202K | – | 205 |
|
|
2018
Q2 | $202K | Buy |
+4,358
| New | +$202K | 0.02% | 200 |
|