Carson Wealth (CWM LLC)’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Sell |
1,184
-131
| -10% | -$3.76K | ﹤0.01% | 3549 |
|
|
2025
Q1 | $33K | Sell |
1,315
-63
| -5% | -$1.58K | ﹤0.01% | 3310 |
|
|
2024
Q4 | $31K | Sell |
1,378
-35
| -2% | -$787 | ﹤0.01% | 3140 |
|
|
2024
Q3 | $30K | Sell |
1,413
-94
| -6% | -$2K | ﹤0.01% | 3087 |
|
|
2024
Q2 | $29K | Buy |
1,507
+132
| +10% | +$2.54K | ﹤0.01% | 2859 |
|
|
2024
Q1 | $27K | Sell |
1,375
-35
| -2% | -$687 | ﹤0.01% | 2702 |
|
|
2023
Q4 | $29K | Buy |
1,410
+28
| +2% | +$576 | ﹤0.01% | 2532 |
|
|
2023
Q3 | $30K | Sell |
1,382
-225
| -14% | -$4.88K | ﹤0.01% | 2408 |
|
|
2023
Q2 | $38K | Buy |
1,607
+278
| +21% | +$6.57K | ﹤0.01% | 2178 |
|
|
2023
Q1 | $28K | Buy |
1,329
+233
| +21% | +$4.91K | ﹤0.01% | 2262 |
|
|
2022
Q4 | $18K | Sell |
1,096
-657
| -37% | -$10.8K | ﹤0.01% | 2442 |
|
|
2022
Q3 | $25K | Buy |
1,753
+790
| +82% | +$11.3K | ﹤0.01% | 2082 |
|
|
2022
Q2 | $24K | Buy |
963
+228
| +31% | +$5.68K | ﹤0.01% | 2005 |
|
|
2022
Q1 | $25K | Buy |
735
+35
| +5% | +$1.19K | ﹤0.01% | 1941 |
|
|
2021
Q4 | $23K | Buy |
+700
| New | +$23K | ﹤0.01% | 1913 |
|
|
2021
Q2 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2021
Q1 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q4 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q3 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q2 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q1 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q4 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q3 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q2 | $22K | Hold |
524
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q1 | $22K | Buy |
524
+239
| +84% | +$10K | ﹤0.01% | 1742 |
|
|
2018
Q4 | $9K | Buy |
285
+190
| +200% | +$6K | ﹤0.01% | 1356 |
|
|
2018
Q3 | $5K | Sell |
95
-17
| -15% | -$895 | ﹤0.01% | 1338 |
|
|
2018
Q2 | $6K | Buy |
112
+81
| +261% | +$4.34K | ﹤0.01% | 1141 |
|
|
2018
Q1 | $2K | Sell |
31
-11
| -26% | -$710 | ﹤0.01% | 1165 |
|
|
2017
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1268 |
|