Creative Planning’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
Q2 | $1.52M | Buy |
53,073
+3,042
| +6% | +$86.9K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $1.25M | Sell |
50,031
-3,279
| -6% | -$81.6K | ﹤0.01% | 1534 |
|
|
2024
Q4 | $1.21M | Buy |
53,310
+15,300
| +40% | +$346K | ﹤0.01% | 1495 |
|
|
2024
Q3 | $810K | Sell |
38,010
-2,130
| -5% | -$45.4K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $766K | Buy |
40,140
+6,373
| +19% | +$122K | ﹤0.01% | 1608 |
|
|
2024
Q1 | $651K | Buy |
33,767
+3,919
| +13% | +$75.6K | ﹤0.01% | 1650 |
|
|
2023
Q4 | $622K | Buy |
29,848
+2,542
| +9% | +$52.9K | ﹤0.01% | 1542 |
|
|
2023
Q3 | $588K | Sell |
27,306
-2,733
| -9% | -$58.9K | ﹤0.01% | 1456 |
|
|
2023
Q2 | $719K | Buy |
30,039
+6,541
| +28% | +$157K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $500K | Buy |
23,498
+6,681
| +40% | +$142K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $275K | Buy |
+16,817
| New | +$275K | ﹤0.01% | 1770 |
|
|
2021
Q1 | – | Sell |
-7,093
| Closed | -$295K | – | 2351 |
|
|
2020
Q4 | $295K | Sell |
7,093
-115
| -2% | -$4.78K | ﹤0.01% | 1615 |
|
|
2020
Q3 | $306K | Sell |
7,208
-396
| -5% | -$16.8K | ﹤0.01% | 1393 |
|
|
2020
Q2 | $329K | Buy |
7,604
+316
| +4% | +$13.7K | ﹤0.01% | 1239 |
|
|
2020
Q1 | $239K | Buy |
7,288
+738
| +11% | +$24.2K | ﹤0.01% | 1279 |
|
|
2019
Q4 | $241K | Buy |
6,550
+67
| +1% | +$2.47K | ﹤0.01% | 1525 |
|
|
2019
Q3 | $218K | Buy |
6,483
+31
| +0.5% | +$1.04K | ﹤0.01% | 1545 |
|
|
2019
Q2 | $253K | Sell |
6,452
-272
| -4% | -$10.7K | ﹤0.01% | 1466 |
|
|
2019
Q1 | $273K | Sell |
6,724
-433
| -6% | -$17.6K | ﹤0.01% | 1373 |
|
|
2018
Q4 | $232K | Sell |
7,157
-1,488
| -17% | -$48.2K | ﹤0.01% | 1377 |
|
|
2018
Q3 | $445K | Buy |
8,645
+94
| +1% | +$4.84K | ﹤0.01% | 1139 |
|
|
2018
Q2 | $431K | Sell |
8,551
-16
| -0.2% | -$806 | ﹤0.01% | 1142 |
|
|
2018
Q1 | $438K | Sell |
8,567
-658
| -7% | -$33.6K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $485K | Buy |
9,225
+580
| +7% | +$30.5K | ﹤0.01% | 1082 |
|
|
2017
Q3 | $423K | Buy |
8,645
+271
| +3% | +$13.3K | ﹤0.01% | 1119 |
|
|
2017
Q2 | $405K | Sell |
8,374
-241
| -3% | -$11.7K | ﹤0.01% | 1116 |
|
|
2017
Q1 | $363K | Buy |
8,615
+96
| +1% | +$4.05K | ﹤0.01% | 1144 |
|
|
2016
Q4 | $360K | Buy |
8,519
+1,008
| +13% | +$42.6K | ﹤0.01% | 1088 |
|
|
2016
Q3 | $329K | Buy |
7,511
+338
| +5% | +$14.8K | ﹤0.01% | 1129 |
|
|
2016
Q2 | $313K | Buy |
7,173
+47
| +0.7% | +$2.05K | ﹤0.01% | 1014 |
|
|
2016
Q1 | $314K | Sell |
7,126
-952
| -12% | -$41.9K | ﹤0.01% | 965 |
|
|
2015
Q4 | $338K | Buy |
8,078
+967
| +14% | +$40.5K | ﹤0.01% | 929 |
|
|
2015
Q3 | $277K | Buy |
+7,111
| New | +$277K | ﹤0.01% | 1010 |
|
|
2015
Q2 | – | Sell |
-611
| Closed | -$25K | – | 1681 |
|
|
2015
Q1 | $25K | Sell |
611
-149
| -20% | -$6.1K | ﹤0.01% | 2528 |
|
|
2014
Q4 | $28K | Buy |
760
+168
| +28% | +$6.19K | ﹤0.01% | 2373 |
|
|
2014
Q3 | $21K | Buy |
592
+336
| +131% | +$11.9K | ﹤0.01% | 2484 |
|
|
2014
Q2 | $9K | Sell |
256
-211
| -45% | -$7.42K | ﹤0.01% | 2858 |
|
|
2014
Q1 | $16K | Hold |
467
| – | – | ﹤0.01% | 2477 |
|
|
2013
Q4 | $17K | Hold |
467
| – | – | ﹤0.01% | 2282 |
|
|
2013
Q3 | $15K | Buy |
467
+15
| +3% | +$482 | ﹤0.01% | 2244 |
|
|
2013
Q2 | $16K | Buy |
+452
| New | +$16K | ﹤0.01% | 2052 |
|