Neumeier Poma Investment Counsel’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-178,255
| Closed | -$5.03M | – | 44 |
|
2023
Q2 | $5.03M | Sell |
178,255
-233,310
| -57% | -$6.59M | 0.46% | 42 |
|
2023
Q1 | $13.6M | Sell |
411,565
-10,535
| -2% | -$347K | 1.26% | 33 |
|
2022
Q4 | $17.4M | Buy |
422,100
+46,670
| +12% | +$1.92M | 1.61% | 29 |
|
2022
Q3 | $14.5M | Sell |
375,430
-42,375
| -10% | -$1.64M | 1.44% | 30 |
|
2022
Q2 | $14.9M | Buy |
417,805
+44,805
| +12% | +$1.6M | 1.16% | 36 |
|
2022
Q1 | $15.5M | Buy |
+373,000
| New | +$15.5M | 1.04% | 36 |
|
2020
Q2 | – | Sell |
-390,025
| Closed | -$10.3M | – | 41 |
|
2020
Q1 | $10.3M | Buy |
+390,025
| New | +$10.3M | 1.06% | 38 |
|