Plante Moran Financial Advisors’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,553
| Closed | -$71K | – | 852 |
|
|
2023
Q3 | $71K | Sell |
2,553
-1,375
| -35% | -$38.3K | 0.01% | 258 |
|
|
2023
Q2 | $111K | Hold |
3,928
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $129K | Sell |
3,928
-300
| -7% | -$9.89K | 0.02% | 195 |
|
|
2022
Q4 | $174K | Sell |
4,228
-1,900
| -31% | -$78.1K | 0.03% | 167 |
|
|
2022
Q3 | $237K | Hold |
6,128
| – | – | 0.04% | 129 |
|
|
2022
Q2 | $218K | Buy |
6,128
+4,753
| +346% | +$169K | 0.04% | 140 |
|
|
2022
Q1 | $57K | Hold |
1,375
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $58K | Hold |
1,375
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $58K | Hold |
1,375
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $57K | Sell |
1,375
-71
| -5% | -$2.94K | 0.01% | 342 |
|
|
2021
Q1 | $67K | Buy |
1,446
+71
| +5% | +$3.29K | 0.02% | 304 |
|
|
2020
Q4 | $51K | Hold |
1,375
| – | – | 0.02% | 356 |
|
|
2020
Q3 | $32K | Hold |
1,375
| – | – | 0.01% | 396 |
|
|
2020
Q2 | $38K | Buy |
+1,375
| New | +$38K | 0.02% | 323 |
|