Creative Planning’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Sell |
22,996
-576
| -2% | -$24K | ﹤0.01% | 1883 |
|
|
2025
Q1 | $995K | Buy |
23,572
+3,518
| +18% | +$148K | ﹤0.01% | 1716 |
|
|
2024
Q4 | $975K | Sell |
20,054
-9,383
| -32% | -$456K | ﹤0.01% | 1654 |
|
|
2024
Q3 | $1.94M | Sell |
29,437
-262
| -0.9% | -$17.3K | ﹤0.01% | 1070 |
|
|
2024
Q2 | $1.71M | Buy |
29,699
+2,233
| +8% | +$129K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $1.75M | Sell |
27,466
-1,744
| -6% | -$111K | ﹤0.01% | 1022 |
|
|
2023
Q4 | $1.84M | Buy |
29,210
+14,248
| +95% | +$898K | ﹤0.01% | 944 |
|
|
2023
Q3 | $1M | Buy |
14,962
+1,220
| +9% | +$81.7K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $1.43M | Buy |
13,742
+833
| +6% | +$86.9K | ﹤0.01% | 955 |
|
|
2023
Q1 | $1.58M | Buy |
12,909
+478
| +4% | +$58.4K | ﹤0.01% | 877 |
|
|
2022
Q4 | $1.55M | Buy |
12,431
+1,413
| +13% | +$176K | ﹤0.01% | 836 |
|
|
2022
Q3 | $1.17M | Buy |
11,018
+622
| +6% | +$65.8K | ﹤0.01% | 904 |
|
|
2022
Q2 | $1.11M | Buy |
10,396
+649
| +7% | +$69.4K | ﹤0.01% | 926 |
|
|
2022
Q1 | $1.28M | Buy |
9,747
+223
| +2% | +$29.3K | ﹤0.01% | 873 |
|
|
2021
Q4 | $1.05M | Buy |
9,524
+114
| +1% | +$12.5K | ﹤0.01% | 939 |
|
|
2021
Q3 | $862K | Sell |
9,410
-2,188
| -19% | -$200K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $1.26M | Buy |
11,598
+2,611
| +29% | +$283K | ﹤0.01% | 842 |
|
|
2021
Q1 | $994K | Sell |
8,987
-71
| -0.8% | -$7.85K | ﹤0.01% | 1014 |
|
|
2020
Q4 | $1.04M | Sell |
9,058
-855
| -9% | -$98.3K | ﹤0.01% | 915 |
|
|
2020
Q3 | $1.05M | Buy |
9,913
+1,345
| +16% | +$142K | ﹤0.01% | 773 |
|
|
2020
Q2 | $854K | Buy |
8,568
+126
| +1% | +$12.6K | ﹤0.01% | 793 |
|
|
2020
Q1 | $690K | Sell |
8,442
-475
| -5% | -$38.8K | ﹤0.01% | 792 |
|
|
2019
Q4 | $890K | Sell |
8,917
-103
| -1% | -$10.3K | ﹤0.01% | 835 |
|
|
2019
Q3 | $791K | Buy |
9,020
+1,550
| +21% | +$136K | ﹤0.01% | 855 |
|
|
2019
Q2 | $620K | Sell |
7,470
-244
| -3% | -$20.3K | ﹤0.01% | 956 |
|
|
2019
Q1 | $593K | Sell |
7,714
-1,143
| -13% | -$87.9K | ﹤0.01% | 946 |
|
|
2018
Q4 | $568K | Sell |
8,857
-662
| -7% | -$42.5K | ﹤0.01% | 890 |
|
|
2018
Q3 | $720K | Buy |
9,519
+349
| +4% | +$26.4K | ﹤0.01% | 894 |
|
|
2018
Q2 | $709K | Buy |
9,170
+179
| +2% | +$13.8K | ﹤0.01% | 900 |
|
|
2018
Q1 | $597K | Buy |
8,991
+972
| +12% | +$64.5K | ﹤0.01% | 985 |
|
|
2017
Q4 | $658K | Sell |
8,019
-1,445
| -15% | -$119K | ﹤0.01% | 912 |
|
|
2017
Q3 | $733K | Buy |
9,464
+73
| +0.8% | +$5.65K | ﹤0.01% | 846 |
|
|
2017
Q2 | $595K | Buy |
9,391
+318
| +4% | +$20.1K | ﹤0.01% | 927 |
|
|
2017
Q1 | $548K | Buy |
9,073
+354
| +4% | +$21.4K | ﹤0.01% | 940 |
|
|
2016
Q4 | $428K | Buy |
8,719
+404
| +5% | +$19.8K | ﹤0.01% | 994 |
|
|
2016
Q3 | $349K | Buy |
8,315
+545
| +7% | +$22.9K | ﹤0.01% | 1090 |
|
|
2016
Q2 | $312K | Sell |
7,770
-45
| -0.6% | -$1.81K | ﹤0.01% | 1016 |
|
|
2016
Q1 | $274K | Buy |
7,815
+115
| +1% | +$4.03K | ﹤0.01% | 1042 |
|
|
2015
Q4 | $261K | Buy |
7,700
+116
| +2% | +$3.93K | ﹤0.01% | 1049 |
|
|
2015
Q3 | $223K | Buy |
+7,584
| New | +$223K | ﹤0.01% | 1128 |
|
|
2015
Q2 | – | Sell |
-7,521
| Closed | -$373K | – | 1677 |
|
|
2015
Q1 | $373K | Hold |
7,521
| – | – | ﹤0.01% | 874 |
|
|
2014
Q4 | $372K | Buy |
7,521
+2,710
| +56% | +$134K | ﹤0.01% | 825 |
|
|
2014
Q3 | $239K | Sell |
4,811
-296
| -6% | -$14.7K | ﹤0.01% | 969 |
|
|
2014
Q2 | $315K | Sell |
5,107
-96
| -2% | -$5.92K | ﹤0.01% | 818 |
|
|
2014
Q1 | $346K | Buy |
5,203
+144
| +3% | +$9.58K | 0.01% | 764 |
|
|
2013
Q4 | $331K | Sell |
5,059
-81
| -2% | -$5.3K | 0.01% | 645 |
|
|
2013
Q3 | $320K | Buy |
5,140
+81
| +2% | +$5.04K | 0.01% | 575 |
|
|
2013
Q2 | $268K | Buy |
+5,059
| New | +$268K | 0.01% | 590 |
|