Advisors Asset Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
18,528
+10,711
| +137% | +$306K | 0.01% | 941 |
|
|
2025
Q1 | $195K | Buy |
7,817
+5,540
| +243% | +$138K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $51.6K | Buy |
+2,277
| New | +$51.6K | ﹤0.01% | 1315 |
|
|
2024
Q1 | – | Sell |
-11,120
| Closed | -$232K | – | 1412 |
|
|
2023
Q4 | $232K | Sell |
11,120
-633
| -5% | -$13.2K | ﹤0.01% | 1087 |
|
|
2023
Q3 | $253K | Sell |
11,753
-96
| -0.8% | -$2.07K | 0.01% | 1060 |
|
|
2023
Q2 | $284K | Sell |
11,849
-120
| -1% | -$2.87K | 0.01% | 1055 |
|
|
2023
Q1 | $254K | Buy |
11,969
+3,220
| +37% | +$68.5K | 0.01% | 1070 |
|
|
2022
Q4 | $143K | Buy |
8,749
+7,365
| +532% | +$120K | ﹤0.01% | 1180 |
|
|
2022
Q3 | $19K | Sell |
1,384
-1,034
| -43% | -$14.2K | ﹤0.01% | 1430 |
|
|
2022
Q2 | $60K | Sell |
2,418
-1,748
| -42% | -$43.4K | ﹤0.01% | 1348 |
|
|
2022
Q1 | $140K | Sell |
4,166
-976
| -19% | -$32.8K | ﹤0.01% | 1304 |
|
|
2021
Q4 | $167K | Buy |
5,142
+247
| +5% | +$8.02K | ﹤0.01% | 1278 |
|
|
2021
Q3 | $171K | Buy |
4,895
+96
| +2% | +$3.35K | ﹤0.01% | 1235 |
|
|
2021
Q2 | $199K | Buy |
4,799
+1,698
| +55% | +$70.4K | ﹤0.01% | 1201 |
|
|
2021
Q1 | $114K | Buy |
3,101
+1,341
| +76% | +$49.3K | ﹤0.01% | 1315 |
|
|
2020
Q4 | $73K | Buy |
1,760
+1,238
| +237% | +$51.3K | ﹤0.01% | 1403 |
|
|
2020
Q3 | $22K | Buy |
+522
| New | +$22K | ﹤0.01% | 1454 |
|