Advisory Services Network’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-133
| Closed | -$2.77K | – | 2234 |
|
2023
Q4 | $2.77K | Buy |
+133
| New | +$2.77K | ﹤0.01% | 3299 |
|
2023
Q2 | – | Sell |
-111
| Closed | -$2.36K | – | 2223 |
|
2023
Q1 | $2.36K | Hold |
111
| – | – | ﹤0.01% | 3391 |
|
2022
Q4 | $1.81K | Buy |
+111
| New | +$1.81K | ﹤0.01% | 3470 |
|
2021
Q3 | – | Sell |
-134
| Closed | -$6K | – | 2056 |
|
2021
Q2 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 2999 |
|
2021
Q1 | – | Sell |
-134
| Closed | -$6K | – | 1958 |
|
2020
Q4 | $6K | Sell |
134
-173
| -56% | -$7.75K | ﹤0.01% | 2640 |
|
2020
Q3 | $13K | Buy |
+307
| New | +$13K | ﹤0.01% | 2275 |
|
2020
Q2 | – | Sell |
-294
| Closed | -$10K | – | 1639 |
|
2020
Q1 | $10K | Buy |
294
+196
| +200% | +$6.67K | ﹤0.01% | 2205 |
|
2019
Q4 | $4K | Sell |
98
-42
| -30% | -$1.71K | ﹤0.01% | 2671 |
|
2019
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 2345 |
|
2019
Q2 | $6K | Sell |
140
-127
| -48% | -$5.44K | ﹤0.01% | 2343 |
|
2019
Q1 | $11K | Sell |
267
-95
| -26% | -$3.91K | ﹤0.01% | 1811 |
|
2018
Q4 | $12K | Buy |
362
+236
| +187% | +$7.82K | ﹤0.01% | 1685 |
|
2018
Q3 | $6K | Sell |
126
-27
| -18% | -$1.29K | ﹤0.01% | 1986 |
|
2018
Q2 | $8K | Hold |
153
| – | – | ﹤0.01% | 1856 |
|
2018
Q1 | $8K | Sell |
153
-248
| -62% | -$13K | ﹤0.01% | 1949 |
|
2017
Q4 | $21K | Buy |
401
+37
| +10% | +$1.94K | ﹤0.01% | 1608 |
|
2017
Q3 | $18K | Hold |
364
| – | – | ﹤0.01% | 1431 |
|
2017
Q2 | $18K | Buy |
364
+57
| +19% | +$2.82K | ﹤0.01% | 1383 |
|
2017
Q1 | $13K | Buy |
+307
| New | +$13K | ﹤0.01% | 1374 |
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2014 |
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1876 |
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1706 |
|
2015
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1549 |
|
2015
Q3 | $0 | Sell |
2
-88
| -98% | – | ﹤0.01% | 1535 |
|
2015
Q2 | $4K | Buy |
90
+2
| +2% | +$89 | ﹤0.01% | 1130 |
|
2015
Q1 | $4K | Sell |
88
-15
| -15% | -$682 | ﹤0.01% | 1052 |
|
2014
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 955 |
|
2014
Q1 | – | Sell |
-146
| Closed | -$5K | – | 410 |
|
2013
Q4 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 788 |
|