Creative Planning’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $651K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $241K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $438K | Sell |
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|
2017
Q4 | $485K | Buy |
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|
2017
Q3 | $423K | Buy |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $360K | Buy |
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|
2016
Q3 | $329K | Buy |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $338K | Buy |
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|
2015
Q3 | $277K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $25K | Sell |
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|
2014
Q4 | $28K | Buy |
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|
2014
Q3 | $21K | Buy |
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|
2014
Q2 | $9K | Sell |
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|
2014
Q1 | $16K | Hold |
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|
2013
Q4 | $17K | Hold |
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|
2013
Q3 | $15K | Buy |
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|
2013
Q2 | $16K | Buy |
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