PDS Planning’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 | $281K | Hold |
7,335
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $297K | Buy |
7,335
+739
| +11% | +$29.9K | 0.03% | 329 |
|
|
2024
Q4 | $263K | Hold |
6,596
| – | – | 0.02% | 329 |
|
|
2024
Q3 | $245K | Hold |
6,596
| – | – | 0.02% | 357 |
|
|
2024
Q2 | $220K | Hold |
6,596
| – | – | 0.02% | 340 |
|
|
2024
Q1 | $230K | Buy |
+6,596
| New | +$230K | 0.02% | 326 |
|