Kingsview Wealth 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 | $298K | Hold |
7,770
| – | – | 0.01% | 948 |
|
|
2025
Q1 | $314K | Hold |
7,770
| – | – | 0.01% | 875 |
|
|
2024
Q4 | $310K | Hold |
7,770
| – | – | 0.01% | 893 |
|
|
2024
Q3 | $289K | Hold |
7,770
| – | – | 0.01% | 900 |
|
|
2024
Q2 | $259K | Hold |
7,770
| – | – | 0.01% | 891 |
|
|
2024
Q1 | $271K | Hold |
7,770
| – | – | 0.01% | 853 |
|
|
2023
Q4 | $288K | Hold |
7,770
| – | – | 0.01% | 781 |
|
|
2023
Q3 | $216K | Hold |
7,770
| – | – | 0.01% | 857 |
|
|
2023
Q2 | $219K | Hold |
7,770
| – | – | 0.01% | 831 |
|
|
2023
Q1 | $256K | Hold |
7,770
| – | – | 0.01% | 768 |
|
|
2022
Q4 | $319K | Sell |
7,770
-61
| -0.8% | -$2.51K | 0.01% | 648 |
|
|
2022
Q3 | $303K | Hold |
7,831
| – | – | 0.01% | 636 |
|
|
2022
Q2 | $279K | Buy |
7,831
+61
| +0.8% | +$2.17K | 0.01% | 680 |
|
|
2022
Q1 | $323K | Sell |
7,770
-144
| -2% | -$5.99K | 0.01% | 679 |
|
|
2021
Q4 | $332K | Buy |
7,914
+41
| +0.5% | +$1.72K | 0.01% | 679 |
|
|
2021
Q3 | $329K | Hold |
7,873
| – | – | 0.02% | 658 |
|
|
2021
Q2 | $331K | Sell |
7,873
-38
| -0.5% | -$1.6K | 0.02% | 672 |
|
|
2021
Q1 | $370K | Hold |
7,911
| – | – | 0.02% | 585 |
|
|
2020
Q4 | $296K | Buy |
+7,911
| New | +$296K | 0.02% | 555 |
|
|
2020
Q3 | – | Sell |
-7,770
| Closed | -$214K | – | 619 |
|
|
2020
Q2 | $214K | Hold |
7,770
| – | – | 0.02% | 519 |
|
|
2020
Q1 | $206K | Buy |
+7,770
| New | +$206K | 0.03% | 424 |
|