O'Shaughnessy Asset Management’s First Merchants FRME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Buy
2018
Q2
Sell
2018
Q1
$602K Sell
2017
Q4
$689K Hold
2017
Q3
$704K Sell
2017
Q2
$693K Buy
2017
Q1
$233K Buy
2016
Q3
Sell
2016
Q2
$24K Sell
2016
Q1
$52K Hold
2015
Q4
$57K Sell
2015
Q3
$112K Buy
2013
Q4
Sell
2013
Q3
$334K Sell
2013
Q2
$372K Buy