Valeo Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $47K | Buy |
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|
2020
Q4 | $34K | Sell |
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|
2020
Q3 | $784K | Buy |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $52K | Sell |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $937K | Hold |
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|
2018
Q4 | $871K | Hold |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.39M | Hold |
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|
2017
Q4 | $1.41M | Hold |
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|
2017
Q3 | $1.43M | Buy |
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