Creative Planning’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.74M | Buy |
158,989
+86,161
| +118% | +$1.29M | ﹤0.01% | 1655 |
|
|
2025
Q4 | $1.01M | Buy |
72,828
+46,522
| +177% | +$887K | ﹤0.01% | 2271 |
|
|
2025
Q3 | $885K | Buy |
26,306
+3,310
| +14% | +$129K | ﹤0.01% | 2217 |
|
|
2025
Q2 | $960K | Sell |
22,996
-576
| -2% | -$22.9K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $995K | Buy |
23,572
+3,518
| +18% | +$156K | ﹤0.01% | 1720 |
|
|
2024
Q4 | $975K | Sell |
20,054
-9,383
| -32% | -$548K | ﹤0.01% | 1658 |
|
|
2024
Q3 | $1.94M | Sell |
29,437
-262
| -0.9% | -$16K | ﹤0.01% | 1070 |
|
|
2024
Q2 | $1.71M | Buy |
29,699
+2,233
| +8% | +$133K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $1.75M | Sell |
27,466
-1,744
| -6% | -$102K | ﹤0.01% | 1024 |
|
|
2023
Q4 | $1.84M | Buy |
29,210
+14,248
| +95% | +$826K | ﹤0.01% | 947 |
|
|
2023
Q3 | $1M | Buy |
14,962
+1,220
| +9% | +$106K | ﹤0.01% | 1157 |
|
|
2023
Q2 | $1.43M | Buy |
13,742
+833
| +6% | +$93.6K | ﹤0.01% | 958 |
|
|
2023
Q1 | $1.58M | Buy |
12,909
+478
| +4% | +$60.2K | ﹤0.01% | 881 |
|
|
2022
Q4 | $1.55M | Buy |
12,431
+1,413
| +13% | +$173K | ﹤0.01% | 838 |
|
|
2022
Q3 | $1.17M | Buy |
11,018
+622
| +6% | +$67.1K | ﹤0.01% | 907 |
|
|
2022
Q2 | $1.11M | Buy |
10,396
+649
| +7% | +$79.3K | ﹤0.01% | 929 |
|
|
2022
Q1 | $1.28M | Buy |
9,747
+223
| +2% | +$26.2K | ﹤0.01% | 874 |
|
|
2021
Q4 | $1.05M | Buy |
9,524
+114
| +1% | +$11.5K | ﹤0.01% | 939 |
|
|
2021
Q3 | $862K | Sell |
9,410
-2,188
| -19% | -$216K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $1.25M | Buy |
11,598
+2,611
| +29% | +$302K | ﹤0.01% | 842 |
|
|
2021
Q1 | $994K | Sell |
8,987
-71
| -0.8% | -$7.87K | ﹤0.01% | 1026 |
|
|
2020
Q4 | $1.04M | Sell |
9,058
-855
| -9% | -$95.2K | ﹤0.01% | 927 |
|
|
2020
Q3 | $1.05M | Buy |
9,913
+1,345
| +16% | +$144K | ﹤0.01% | 781 |
|
|
2020
Q2 | $854K | Buy |
8,568
+126
| +1% | +$11.6K | ﹤0.01% | 802 |
|
|
2020
Q1 | $690K | Sell |
8,442
-475
| -5% | -$44.1K | ﹤0.01% | 798 |
|
|
2019
Q4 | $890K | Sell |
8,917
-103
| -1% | -$9.58K | ﹤0.01% | 840 |
|
|
2019
Q3 | $791K | Buy |
9,020
+1,550
| +21% | +$133K | ﹤0.01% | 858 |
|
|
2019
Q2 | $620K | Sell |
7,470
-244
| -3% | -$19.1K | ﹤0.01% | 960 |
|
|
2019
Q1 | $593K | Sell |
7,714
-1,143
| -13% | -$83.9K | ﹤0.01% | 949 |
|
|
2018
Q4 | $568K | Sell |
8,857
-662
| -7% | -$46.4K | ﹤0.01% | 895 |
|
|
2018
Q3 | $720K | Buy |
9,519
+349
| +4% | +$26.3K | ﹤0.01% | 902 |
|
|
2018
Q2 | $709K | Buy |
9,170
+179
| +2% | +$13.3K | ﹤0.01% | 907 |
|
|
2018
Q1 | $597K | Buy |
8,991
+972
| +12% | +$72.5K | ﹤0.01% | 995 |
|
|
2017
Q4 | $658K | Sell |
8,019
-1,445
| -15% | -$116K | ﹤0.01% | 920 |
|
|
2017
Q3 | $733K | Buy |
9,464
+73
| +0.8% | +$5.24K | ﹤0.01% | 854 |
|
|
2017
Q2 | $595K | Buy |
9,391
+318
| +4% | +$20.5K | ﹤0.01% | 933 |
|
|
2017
Q1 | $548K | Buy |
9,073
+354
| +4% | +$18.3K | ﹤0.01% | 945 |
|
|
2016
Q4 | $428K | Buy |
8,719
+404
| +5% | +$18.4K | ﹤0.01% | 1001 |
|
|
2016
Q3 | $349K | Buy |
8,315
+545
| +7% | +$22.5K | ﹤0.01% | 1095 |
|
|
2016
Q2 | $312K | Sell |
7,770
-45
| -0.6% | -$1.76K | ﹤0.01% | 1020 |
|
|
2016
Q1 | $274K | Buy |
7,815
+115
| +1% | +$3.73K | ﹤0.01% | 1045 |
|
|
2015
Q4 | $261K | Buy |
7,700
+116
| +2% | +$3.97K | ﹤0.01% | 1058 |
|
|
2015
Q3 | $223K | Buy |
+7,584
| New | +$294K | ﹤0.01% | 1135 |
|
|
2015
Q2 | – | Sell |
-7,521
| Closed | -$373K | – | 1747 |
|
|
2015
Q1 | $373K | Hold |
7,521
| – | – | ﹤0.01% | 877 |
|
|
2014
Q4 | $372K | Buy |
7,521
+2,710
| +56% | +$132K | ﹤0.01% | 826 |
|
|
2014
Q3 | $239K | Sell |
4,811
-296
| -6% | -$16.8K | ﹤0.01% | 970 |
|
|
2014
Q2 | $315K | Sell |
5,107
-96
| -2% | -$6.28K | ﹤0.01% | 819 |
|
|
2014
Q1 | $346K | Buy |
5,203
+144
| +3% | +$9.37K | 0.01% | 765 |
|
|
2013
Q4 | $331K | Sell |
5,059
-81
| -2% | -$5.14K | 0.01% | 645 |
|
|
2013
Q3 | $320K | Buy |
5,140
+81
| +2% | +$4.65K | 0.01% | 575 |
|
|
2013
Q2 | $268K | Buy |
+5,059
| New | +$267K | 0.01% | 590 |
|
Other funds holding FMC
VPM
VCM
