Dimensional Fund Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $439K | Sell |
19,463
-8,348
| -30% | -$192K | ﹤0.01% | 2959 |
|
|
2025
Q4 | $662K | Sell |
27,811
-583
| -2% | -$14.5K | ﹤0.01% | 2929 |
|
|
2025
Q3 | $748K | Buy |
28,394
+4,533
| +19% | +$117K | ﹤0.01% | 2934 |
|
|
2025
Q2 | $682K | Buy |
23,861
+278
| +1% | +$7.46K | ﹤0.01% | 2941 |
|
|
2025
Q1 | $587K | Buy |
23,583
+763
| +3% | +$18.2K | ﹤0.01% | 2978 |
|
|
2024
Q4 | $517K | Buy |
22,820
+10,600
| +87% | +$230K | ﹤0.01% | 3032 |
|
|
2024
Q3 | $260K | Sell |
12,220
-319
| -3% | -$6.28K | ﹤0.01% | 3130 |
|
|
2024
Q2 | $239K | Buy |
12,539
+1,576
| +14% | +$32.1K | ﹤0.01% | 3140 |
|
|
2024
Q1 | $211K | Sell |
10,963
-233
| -2% | -$4.62K | ﹤0.01% | 3183 |
|
|
2023
Q4 | $233K | Sell |
11,196
-3,801
| -25% | -$73K | ﹤0.01% | 3171 |
|
|
2023
Q3 | $323K | Sell |
14,997
-9,147
| -38% | -$222K | ﹤0.01% | 3126 |
|
|
2023
Q2 | $578K | Buy |
24,144
+616
| +3% | +$14.1K | ﹤0.01% | 3029 |
|
|
2023
Q1 | $500K | Sell |
23,528
-701
| -3% | -$13.4K | ﹤0.01% | 3032 |
|
|
2022
Q4 | $396 | Sell |
24,229
-1,929
| -7% | -$28.6K | ﹤0.01% | 3085 |
|
|
2022
Q3 | $367K | Sell |
26,158
-456
| -2% | -$8.62K | ﹤0.01% | 3110 |
|
|
2022
Q2 | $664K | Sell |
26,614
-3,486
| -12% | -$104K | ﹤0.01% | 3003 |
|
|
2022
Q1 | $1.01M | Sell |
30,100
-23,724
| -44% | -$780K | ﹤0.01% | 2993 |
|
|
2021
Q4 | $1.75M | Buy |
53,824
+516
| +1% | +$17K | ﹤0.01% | 2880 |
|
|
2021
Q3 | $1.86M | Hold |
53,308
| – | – | ﹤0.01% | 2879 |
|
|
2021
Q2 | $2.22M | Hold |
53,308
| – | – | ﹤0.01% | 2842 |
|
|
2021
Q1 | $1.97M | Sell |
53,308
-400
| -0.7% | -$15.1K | ﹤0.01% | 2862 |
|
|
2020
Q4 | $2.23M | Hold |
53,708
| – | – | ﹤0.01% | 2780 |
|
|
2020
Q3 | $2.28M | Buy |
53,708
+149
| +0.3% | +$6.43K | ﹤0.01% | 2704 |
|
|
2020
Q2 | $2.32M | Sell |
53,559
-5,198
| -9% | -$205K | ﹤0.01% | 2720 |
|
|
2020
Q1 | $1.93M | Sell |
58,757
-12,482
| -18% | -$464K | ﹤0.01% | 2717 |
|
|
2019
Q4 | $2.62M | Sell |
71,239
-5,000
| -7% | -$177K | ﹤0.01% | 2791 |
|
|
2019
Q3 | $2.56M | Sell |
76,239
-1,750
| -2% | -$62K | ﹤0.01% | 2799 |
|
|
2019
Q2 | $3.06M | Hold |
77,989
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q1 | $3.16M | Hold |
77,989
| – | – | ﹤0.01% | 2786 |
|
|
2018
Q4 | $2.53M | Buy |
77,989
+886
| +1% | +$35.8K | ﹤0.01% | 2804 |
|
|
2018
Q3 | $3.96M | Hold |
77,103
| – | – | ﹤0.01% | 2752 |
|
|
2018
Q2 | $3.88M | Sell |
77,103
-4,434
| -5% | -$225K | ﹤0.01% | 2730 |
|
|
2018
Q1 | $4.17M | Hold |
81,537
| – | – | ﹤0.01% | 2690 |
|
|
2017
Q4 | $4.29M | Sell |
81,537
-16,919
| -17% | -$841K | ﹤0.01% | 2675 |
|
|
2017
Q3 | $4.81M | Buy |
98,456
+644
| +0.7% | +$30.6K | ﹤0.01% | 2614 |
|
|
2017
Q2 | $4.73M | Buy |
97,812
+5,662
| +6% | +$261K | ﹤0.01% | 2603 |
|
|
2017
Q1 | $3.88M | Buy |
92,150
+11,257
| +14% | +$465K | ﹤0.01% | 2648 |
|
|
2016
Q4 | $3.41M | Sell |
80,893
-7,094
| -8% | -$289K | ﹤0.01% | 2659 |
|
|
2016
Q3 | $3.85M | Sell |
87,987
-1,200
| -1% | -$53.7K | ﹤0.01% | 2595 |
|
|
2016
Q2 | $3.89M | Sell |
89,187
-13,900
| -13% | -$599K | ﹤0.01% | 2582 |
|
|
2016
Q1 | $4.54M | Sell |
103,087
-4,289
| -4% | -$182K | ﹤0.01% | 2527 |
|
|
2015
Q4 | $4.49M | Buy |
107,376
+3,694
| +4% | +$156K | ﹤0.01% | 2557 |
|
|
2015
Q3 | $4.04M | Buy |
103,682
+8,221
| +9% | +$335K | ﹤0.01% | 2594 |
|
|
2015
Q2 | $3.97M | Buy |
95,461
+779
| +0.8% | +$33.3K | ﹤0.01% | 2646 |
|
|
2015
Q1 | $3.92M | Buy |
94,682
+2,838
| +3% | +$110K | ﹤0.01% | 2642 |
|
|
2014
Q4 | $3.41M | Buy |
91,844
+2,387
| +3% | +$86K | ﹤0.01% | 2700 |
|
|
2014
Q3 | $3.1M | Buy |
89,457
+2,301
| +3% | +$79.4K | ﹤0.01% | 2705 |
|
|
2014
Q2 | $2.92M | Buy |
87,156
+156
| +0.2% | +$5.2K | ﹤0.01% | 2750 |
|
|
2014
Q1 | $3.03M | Buy |
87,000
+344
| +0.4% | +$12K | ﹤0.01% | 2733 |
|
|
2013
Q4 | $3.08M | Sell |
86,656
-1,090
| -1% | -$36.6K | ﹤0.01% | 2737 |
|
|
2013
Q3 | $2.84M | Buy |
87,746
+602
| +0.7% | +$19.6K | ﹤0.01% | 2750 |
|
|
2013
Q2 | $3.07M | Buy |
+87,144
| New | +$3.03M | ﹤0.01% | 2684 |
|
Other funds holding FMS
FMI
BIP
TAM
TRSOTSOK
IHAM