Intrepid Financial Planning Group’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 | $562K | Hold |
14,682
| – | – | 0.24% | 65 |
|
|
2025
Q1 | $594K | Hold |
14,682
| – | – | 0.28% | 61 |
|
|
2024
Q4 | $586K | Sell |
14,682
-118
| -0.8% | -$4.71K | 0.25% | 64 |
|
|
2024
Q3 | $551K | Hold |
14,800
| – | – | 0.24% | 68 |
|
|
2024
Q2 | $493K | Hold |
14,800
| – | – | 0.21% | 72 |
|
|
2024
Q1 | $517K | Hold |
14,800
| – | – | 0.22% | 72 |
|
|
2023
Q4 | $549K | Sell |
14,800
-107
| -0.7% | -$3.97K | 0.26% | 62 |
|
|
2023
Q3 | $415K | Buy |
+14,907
| New | +$415K | 0.21% | 69 |
|
|
2023
Q2 | – | Sell |
-6,551
| Closed | -$216K | – | 124 |
|
|
2023
Q1 | $216K | Hold |
6,551
| – | – | 0.11% | 101 |
|
|
2022
Q4 | $269K | Hold |
6,551
| – | – | 0.15% | 87 |
|
|
2022
Q3 | $253K | Sell |
6,551
-1
| -0% | -$39 | 0.14% | 78 |
|
|
2022
Q2 | $233K | Buy |
+6,552
| New | +$233K | 0.13% | 85 |
|