Wellington Management Group’s First Mid Bancshares FMBH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.9M | Buy |
397,131
+799
| +0.2% | +$30K | ﹤0.01% | 1078 |
|
2025
Q1 | $13.8M | Sell |
396,332
-6,494
| -2% | -$227K | ﹤0.01% | 1098 |
|
2024
Q4 | $14.8M | Buy |
402,826
+14,900
| +4% | +$549K | ﹤0.01% | 1071 |
|
2024
Q3 | $15.1M | Buy |
387,926
+26,560
| +7% | +$1.03M | ﹤0.01% | 1049 |
|
2024
Q2 | $11.9M | Buy |
361,366
+17,500
| +5% | +$575K | ﹤0.01% | 1117 |
|
2024
Q1 | $11.2M | Buy |
343,866
+49,200
| +17% | +$1.61M | ﹤0.01% | 1102 |
|
2023
Q4 | $10.2M | Buy |
294,666
+16,388
| +6% | +$568K | ﹤0.01% | 1112 |
|
2023
Q3 | $7.39M | Hold |
278,278
| – | – | ﹤0.01% | 1180 |
|
2023
Q2 | $6.72M | Buy |
278,278
+43,976
| +19% | +$1.06M | ﹤0.01% | 1197 |
|
2023
Q1 | $6.38M | Buy |
234,302
+10,500
| +5% | +$286K | ﹤0.01% | 1218 |
|
2022
Q4 | $7.18M | Sell |
223,802
-8,602
| -4% | -$276K | ﹤0.01% | 1176 |
|
2022
Q3 | $7.43M | Sell |
232,404
-15,747
| -6% | -$503K | ﹤0.01% | 1177 |
|
2022
Q2 | $8.85M | Hold |
248,151
| – | – | ﹤0.01% | 1150 |
|
2022
Q1 | $9.55M | Sell |
248,151
-10,300
| -4% | -$396K | ﹤0.01% | 1209 |
|
2021
Q4 | $11.1M | Sell |
258,451
-49,715
| -16% | -$2.13M | ﹤0.01% | 1234 |
|
2021
Q3 | $12.7M | Sell |
308,166
-1,000
| -0.3% | -$41.1K | ﹤0.01% | 1202 |
|
2021
Q2 | $12.5M | Sell |
309,166
-22,617
| -7% | -$916K | ﹤0.01% | 1208 |
|
2021
Q1 | $14.6M | Sell |
331,783
-18,864
| -5% | -$829K | ﹤0.01% | 1146 |
|
2020
Q4 | $11.8M | Buy |
350,647
+40,920
| +13% | +$1.38M | ﹤0.01% | 1149 |
|
2020
Q3 | $7.73M | Sell |
309,727
-11
| -0% | -$274 | ﹤0.01% | 1163 |
|
2020
Q2 | $8.12M | Buy |
309,738
+23,116
| +8% | +$606K | ﹤0.01% | 1115 |
|
2020
Q1 | $6.81M | Hold |
286,622
| – | – | ﹤0.01% | 1134 |
|
2019
Q4 | $10.1M | Sell |
286,622
-74,200
| -21% | -$2.62M | ﹤0.01% | 1160 |
|
2019
Q3 | $12.5M | Sell |
360,822
-57,269
| -14% | -$1.98M | ﹤0.01% | 1092 |
|
2019
Q2 | $14.6M | Sell |
418,091
-18,724
| -4% | -$654K | ﹤0.01% | 1087 |
|
2019
Q1 | $14.6M | Buy |
436,815
+38,985
| +10% | +$1.3M | ﹤0.01% | 1094 |
|
2018
Q4 | $12.7M | Sell |
397,830
-10,087
| -2% | -$322K | ﹤0.01% | 1121 |
|
2018
Q3 | $16.5M | Sell |
407,917
-266,782
| -40% | -$10.8M | ﹤0.01% | 1143 |
|
2018
Q2 | $26.5M | Buy |
674,699
+48,811
| +8% | +$1.92M | 0.01% | 996 |
|
2018
Q1 | $22.8M | Buy |
625,888
+28,361
| +5% | +$1.03M | 0.01% | 1036 |
|
2017
Q4 | $23M | Buy |
597,527
+65,451
| +12% | +$2.52M | 0.01% | 1032 |
|
2017
Q3 | $20.4M | Buy |
532,076
+37,199
| +8% | +$1.43M | ﹤0.01% | 1042 |
|
2017
Q2 | $16.9M | Sell |
494,877
-95,563
| -16% | -$3.27M | ﹤0.01% | 1087 |
|
2017
Q1 | $20M | Buy |
590,440
+210,458
| +55% | +$7.12M | ﹤0.01% | 1034 |
|
2016
Q4 | $12.9M | Sell |
379,982
-2,646
| -0.7% | -$90K | ﹤0.01% | 1126 |
|
2016
Q3 | $10.4M | Hold |
382,628
| – | – | ﹤0.01% | 1162 |
|
2016
Q2 | $9.57M | Sell |
382,628
-19,753
| -5% | -$494K | ﹤0.01% | 1155 |
|
2016
Q1 | $9.7M | Hold |
402,381
| – | – | ﹤0.01% | 1148 |
|
2015
Q4 | $10.5M | Hold |
402,381
| – | – | ﹤0.01% | 1148 |
|
2015
Q3 | $8.86M | Hold |
402,381
| – | – | ﹤0.01% | 1206 |
|
2015
Q2 | $8.25M | Buy |
+402,381
| New | +$8.25M | ﹤0.01% | 1270 |
|