Allworth Financial’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
1,498
+66
| +5% | +$1.89K | ﹤0.01% | 2034 |
|
|
2025
Q1 | $34.6K | Sell |
1,432
-304
| -18% | -$7.35K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $40.2K | Buy |
1,736
+61
| +4% | +$1.41K | ﹤0.01% | 1684 |
|
|
2024
Q3 | $35.7K | Buy |
1,675
+581
| +53% | +$12.4K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $21.5K | Buy |
1,094
+5
| +0.5% | +$98 | ﹤0.01% | 1836 |
|
|
2024
Q1 | $21K | Buy |
1,089
+881
| +424% | +$17K | ﹤0.01% | 1747 |
|
|
2023
Q4 | $4.33K | Sell |
208
-33
| -14% | -$687 | ﹤0.01% | 2328 |
|
|
2023
Q3 | $5.19K | Buy |
241
+13
| +6% | +$280 | ﹤0.01% | 2087 |
|
|
2023
Q2 | $5.46K | Hold |
228
| – | – | ﹤0.01% | 2059 |
|
|
2023
Q1 | $4.85K | Buy |
228
+26
| +13% | +$553 | ﹤0.01% | 2044 |
|
|
2022
Q4 | $3.3K | Buy |
202
+160
| +381% | +$2.62K | ﹤0.01% | 2057 |
|
|
2022
Q3 | $1K | Buy |
42
+18
| +75% | +$429 | ﹤0.01% | 2371 |
|
|
2022
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2144 |
|
|
2020
Q1 | – | Sell |
-35
| Closed | -$1K | – | 1265 |
|
|
2019
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 976 |
|
|
2018
Q3 | – | Sell |
-38
| Closed | -$2K | – | 922 |
|
|
2018
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 791 |
|