JFS Wealth Advisors’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 | $1.61K | Buy |
42
+2
| +5% | +$77 | ﹤0.01% | 1449 |
|
|
2025
Q1 | $1.62K | Hold |
40
| – | – | ﹤0.01% | 1533 |
|
|
2024
Q4 | $1.6K | Buy |
40
+10
| +33% | +$399 | ﹤0.01% | 1556 |
|
|
2024
Q3 | $1.12K | Buy |
30
+1
| +3% | +$37 | ﹤0.01% | 1669 |
|
|
2024
Q2 | $966 | Hold |
29
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q1 | $1.01K | Buy |
29
+8
| +38% | +$279 | ﹤0.01% | 1656 |
|
|
2023
Q4 | $779 | Sell |
21
-20
| -49% | -$742 | ﹤0.01% | 1705 |
|
|
2023
Q3 | $1.14K | Buy |
41
+16
| +64% | +$445 | ﹤0.01% | 1560 |
|
|
2023
Q2 | $706 | Buy |
25
+2
| +9% | +$56 | ﹤0.01% | 1697 |
|
|
2023
Q1 | $758 | Sell |
23
-26
| -53% | -$857 | ﹤0.01% | 1651 |
|
|
2022
Q4 | $2.01K | Buy |
49
+3
| +7% | +$123 | ﹤0.01% | 1367 |
|
|
2022
Q3 | $2K | Buy |
46
+15
| +48% | +$652 | ﹤0.01% | 1320 |
|
|
2022
Q2 | $1K | Sell |
31
-4
| -11% | -$129 | ﹤0.01% | 1526 |
|
|
2022
Q1 | $1K | Buy |
35
+20
| +133% | +$571 | ﹤0.01% | 1634 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1359 |
|