Waverly Advisors’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	$220K	Sell	5,756 -758	-12%	-$29K	﹤0.01%	1084
2025 Q1	$263K	Sell	6,514 -4	-0.1%	-$162	﹤0.01%	968
2024 Q4	$260K	Buy	+6,518	New	+$260K	﹤0.01%	859