Baker Tilly Wealth Management’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,890
| Closed | -$224K | – | 252 |
|
|
2024
Q2 | $224K | Sell |
3,890
-6,943
| -64% | -$400K | 0.09% | 248 |
|
|
2024
Q1 | $690K | Buy |
10,833
+1,940
| +22% | +$124K | 0.12% | 180 |
|
|
2023
Q4 | $561K | Buy |
8,893
+106
| +1% | +$6.68K | 0.09% | 255 |
|
|
2023
Q3 | $588K | Buy |
8,787
+525
| +6% | +$35.2K | 0.1% | 218 |
|
|
2023
Q2 | $862K | Buy |
8,262
+300
| +4% | +$31.3K | 0.09% | 228 |
|
|
2023
Q1 | $972K | Sell |
7,962
-327
| -4% | -$39.9K | 0.11% | 204 |
|
|
2022
Q4 | $1.03M | Buy |
8,289
+496
| +6% | +$61.9K | 0.13% | 179 |
|
|
2022
Q3 | $824K | Sell |
7,793
-248
| -3% | -$26.2K | 0.11% | 198 |
|
|
2022
Q2 | $860K | Buy |
8,041
+75
| +0.9% | +$8.02K | 0.11% | 201 |
|
|
2022
Q1 | $1.05M | Buy |
7,966
+392
| +5% | +$51.6K | 0.12% | 187 |
|
|
2021
Q4 | $832K | Buy |
7,574
+1,377
| +22% | +$151K | 0.09% | 247 |
|
|
2021
Q3 | $567K | Buy |
6,197
+2,386
| +63% | +$218K | 0.07% | 285 |
|
|
2021
Q2 | $412K | Buy |
3,811
+1,805
| +90% | +$195K | 0.07% | 324 |
|
|
2021
Q1 | $222K | Buy |
+2,006
| New | +$222K | 0.05% | 428 |
|