Fmb Wealth Management Purchases and Sells in Q1 2025

Fmb Wealth Management

$142 Million
Q1 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIS	467 + 24.5%	$96.87 - $114.0 $45.2K - $53.2K	2.37K $234K
PG	102 + 7.73%	$158.56 - $176.26 $16.2K - $18K	1.42K $242K
VTI	23 + 2.53%	$271.18 - $303.12 $6.24K - $6.97K	932 $254K
HD	3 + 0.42%	$347.25 - $424.87 $1.04K - $1.27K	710 $260K
DIMENSIONAL ETF TRUST	574 + 12.6%	N/A	5.13K $0
ROK	1 + 0.1%	$255.29 - $303.75 $255 - $304	1.01K $259K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BAC	8.69K New	$39.61 - $47.74 $344K - $415K	8.69K $362K
IBM	1.12K New	$217.4 - $264.74 $244K - $297K	1.12K $278K
JNJ	1.41K New	$142.06 - $167.7 $200K - $236K	1.41K $233K
CRWD	656 New	$308.86 - $455.36 $203K - $299K	656 $231K
SHEL	3.15K New	$62.84 - $73.29 $198K - $231K	3.15K $230K
AVRE	5.27K New	$40.62 - $44.31 $214K - $233K	5.27K $226K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	-19.2K - 5.33%	N/A	340K $0
DIMENSIONAL ETF TRUST	-16.6K - 7.31%	N/A	210K $0
DFUS	-13.9K - 11.37%	$59.61 - $66.71 $828K - $927K	108K $6.51M
DFAT	-406 - 0.38%	$50.44 - $58.1 $20.5K - $23.6K	107K $5.49M
AAPL	-1.14K - 6.12%	$209.68 - $247.1 $238K - $281K	17.4K $3.87M
DFAI	-1.96K - 1.26%	$28.88 - $32.4 $56.6K - $63.5K	153K $4.82M

Activity Summary All Purchases 44 New Holdings 9 Increased Positions 35 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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