Concourse Financial Group Securities’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
Q1 | – | Sell |
-1,525
| Closed | -$35.3K | – | 2940 |
|
|
2024
Q4 | $35.3K | Hold |
1,525
| – | – | ﹤0.01% | 1342 |
|
|
2024
Q3 | $32.5K | Hold |
1,525
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q2 | $29.1K | Sell |
1,525
-250
| -14% | -$4.77K | ﹤0.01% | 1403 |
|
|
2024
Q1 | $34.2K | Hold |
1,775
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q4 | $37K | Hold |
1,775
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q3 | $38.2K | Hold |
1,775
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q2 | $42.5K | Hold |
1,775
| – | – | ﹤0.01% | 1160 |
|
|
2023
Q1 | $37.7K | Buy |
1,775
+575
| +48% | +$12.2K | ﹤0.01% | 1208 |
|
|
2022
Q4 | $19.6K | Buy |
+1,200
| New | +$19.6K | ﹤0.01% | 1467 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$1K | – | 3953 |
|
|
2022
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 2095 |
|
|
2022
Q1 | $1K | Buy |
36
+15
| +71% | +$417 | ﹤0.01% | 2093 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2283 |
|
|
2021
Q3 | $1K | Sell |
21
-204
| -91% | -$9.71K | ﹤0.01% | 2308 |
|
|
2021
Q2 | $9K | Sell |
225
-14
| -6% | -$560 | ﹤0.01% | 1897 |
|
|
2021
Q1 | $9K | Buy |
+239
| New | +$9K | ﹤0.01% | 1786 |
|
|
2020
Q4 | – | Sell |
-110
| Closed | -$5K | – | 3690 |
|
|
2020
Q3 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 1767 |
|
|
2020
Q2 | – | Sell |
-51
| Closed | -$2K | – | 3434 |
|
|
2020
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1880 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3400 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3132 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3435 |
|
|
2019
Q1 | – | Sell |
-601
| Closed | -$19K | – | 3411 |
|
|
2018
Q4 | $19K | Buy |
601
+165
| +38% | +$5.22K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $22K | Buy |
+436
| New | +$22K | 0.01% | 825 |
|