IFP Advisors’s Farmers & Merchants Bancorp FMAO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75 | Buy |
+1
| New | +$75 | ﹤0.01% | 4764 |
|
|
2025
Q1 | – | Hold |
0
| – | -$29 | – | 4142 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4385 |
|
|
2023
Q1 | – | Sell |
-1,685
| Closed | -$71K | – | 3755 |
|
|
2022
Q4 | $71K | Hold |
1,685
| – | – | ﹤0.01% | 1989 |
|
|
2022
Q3 | $71K | Hold |
1,685
| – | – | ﹤0.01% | 2109 |
|
|
2022
Q2 | $71K | Hold |
1,685
| – | – | ﹤0.01% | 1915 |
|
|
2022
Q1 | $71K | Buy |
+1,685
| New | +$71K | ﹤0.01% | 1915 |
|
|
2019
Q1 | $53K | Hold |
1,750
| – | – | 0.01% | 941 |
|
|
2018
Q4 | $67K | Hold |
1,750
| – | – | ﹤0.01% | 1413 |
|
|
2018
Q3 | $75K | Hold |
1,750
| – | – | ﹤0.01% | 1648 |
|
|
2018
Q2 | $71K | Hold |
1,750
| – | – | ﹤0.01% | 1685 |
|
|
2018
Q1 | $71K | Hold |
1,750
| – | – | ﹤0.01% | 1593 |
|
|
2017
Q4 | $71K | Buy |
+1,750
| New | +$71K | ﹤0.01% | 1590 |
|
|
2016
Q2 | – | Sell |
-3,500
| Closed | -$53K | – | 3938 |
|
|
2016
Q1 | $53K | Buy |
+3,500
| New | +$53K | 0.01% | 941 |
|