Ullmann Wealth Partners Group’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 | $215K | Hold |
5,602
| – | – | 0.03% | 135 |
|
|
2025
Q1 | $227K | Hold |
5,602
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $223K | Hold |
5,602
| – | – | 0.03% | 123 |
|
|
2024
Q3 | $208K | Buy |
+5,602
| New | +$208K | 0.03% | 126 |
|
|
2024
Q1 | – | Sell |
-5,602
| Closed | -$208K | – | 114 |
|
|
2023
Q4 | $208K | Buy |
+5,602
| New | +$208K | 0.03% | 102 |
|
|
2023
Q1 | – | Sell |
-5,695
| Closed | -$234K | – | 94 |
|
|
2022
Q4 | $234K | Buy |
5,695
+93
| +2% | +$3.82K | 0.06% | 77 |
|
|
2022
Q3 | $217K | Buy |
+5,602
| New | +$217K | 0.06% | 78 |
|
|
2022
Q2 | – | Sell |
-5,602
| Closed | -$233K | – | 84 |
|
|
2022
Q1 | $233K | Hold |
5,602
| – | – | 0.06% | 77 |
|
|
2021
Q4 | $235K | Hold |
5,602
| – | – | 0.06% | 79 |
|
|
2021
Q3 | $234K | Hold |
5,602
| – | – | 0.09% | 74 |
|
|
2021
Q2 | $233K | Hold |
5,602
| – | – | 0.1% | 73 |
|
|
2021
Q1 | $260K | Hold |
5,602
| – | – | 0.12% | 68 |
|
|
2020
Q4 | $210K | Buy |
+5,602
| New | +$210K | 0.11% | 66 |
|
|
2019
Q4 | – | Sell |
-5,602
| Closed | -$211K | – | 65 |
|
|
2019
Q3 | $211K | Hold |
5,602
| – | – | 0.13% | 64 |
|
|
2019
Q2 | $212K | Hold |
5,602
| – | – | 0.13% | 64 |
|
|
2019
Q1 | $206K | Buy |
+5,602
| New | +$206K | 0.13% | 65 |
|
|
2018
Q4 | – | Sell |
-5,602
| Closed | -$252K | – | 59 |
|
|
2018
Q3 | $252K | Hold |
5,602
| – | – | 0.17% | 49 |
|
|
2018
Q2 | $259K | Hold |
5,602
| – | – | 0.18% | 47 |
|
|
2018
Q1 | $233K | Hold |
5,602
| – | – | 0.16% | 46 |
|
|
2017
Q4 | $235K | Buy |
+5,602
| New | +$235K | 0.16% | 49 |
|
|
2017
Q3 | – | Sell |
-5,602
| Closed | -$224K | – | 75 |
|
|
2017
Q2 | $224K | Buy |
+5,602
| New | +$224K | 0.16% | 52 |
|