Envestnet Asset Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
373,961
+78,956
| +27% | +$2.26M | ﹤0.01% | 1692 |
|
|
2025
Q1 | $7.35M | Sell |
295,005
-33,354
| -10% | -$831K | ﹤0.01% | 1864 |
|
|
2024
Q4 | $7.43M | Sell |
328,359
-5,420
| -2% | -$123K | ﹤0.01% | 1840 |
|
|
2024
Q3 | $7.11M | Buy |
333,779
+36,212
| +12% | +$771K | ﹤0.01% | 1874 |
|
|
2024
Q2 | $5.68M | Sell |
297,567
-44,299
| -13% | -$846K | ﹤0.01% | 1935 |
|
|
2024
Q1 | $6.59M | Buy |
341,866
+68,663
| +25% | +$1.32M | ﹤0.01% | 1791 |
|
|
2023
Q4 | $5.69M | Buy |
273,203
+14,170
| +5% | +$295K | ﹤0.01% | 1805 |
|
|
2023
Q3 | $5.58M | Buy |
259,033
+202,991
| +362% | +$4.37M | ﹤0.01% | 1721 |
|
|
2023
Q2 | $1.34M | Sell |
56,042
-33,707
| -38% | -$807K | ﹤0.01% | 2532 |
|
|
2023
Q1 | $1.09M | Buy |
89,749
+70,793
| +373% | +$858K | ﹤0.01% | 2611 |
|
|
2022
Q4 | $310K | Sell |
18,956
-60,066
| -76% | -$982K | ﹤0.01% | 3407 |
|
|
2022
Q3 | $1.11M | Sell |
79,022
-162,851
| -67% | -$2.29M | ﹤0.01% | 2487 |
|
|
2022
Q2 | $6.03M | Sell |
241,873
-9,518
| -4% | -$237K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $8.47M | Buy |
251,391
+122,169
| +95% | +$4.11M | ﹤0.01% | 1303 |
|
|
2021
Q4 | $4.2M | Sell |
129,222
-12,075
| -9% | -$392K | ﹤0.01% | 1690 |
|
|
2021
Q3 | $4.94M | Buy |
141,297
+1,922
| +1% | +$67.2K | ﹤0.01% | 1563 |
|
|
2021
Q2 | $5.79M | Buy |
139,375
+9,333
| +7% | +$388K | ﹤0.01% | 1420 |
|
|
2021
Q1 | $4.8M | Buy |
130,042
+91,246
| +235% | +$3.37M | ﹤0.01% | 1441 |
|
|
2020
Q4 | $1.61M | Buy |
38,796
+4,621
| +14% | +$192K | ﹤0.01% | 1890 |
|
|
2020
Q3 | $1.45M | Buy |
34,175
+284
| +0.8% | +$12.1K | ﹤0.01% | 1798 |
|
|
2020
Q2 | $1.47M | Sell |
33,891
-27
| -0.1% | -$1.17K | ﹤0.01% | 1753 |
|
|
2020
Q1 | $1.11M | Sell |
33,918
-10,628
| -24% | -$349K | ﹤0.01% | 1755 |
|
|
2019
Q4 | $1.64M | Sell |
44,546
-8,313
| -16% | -$306K | ﹤0.01% | 1725 |
|
|
2019
Q3 | $1.78M | Sell |
52,859
-2,402
| -4% | -$80.7K | ﹤0.01% | 1612 |
|
|
2019
Q2 | $2.17M | Buy |
55,261
+5,087
| +10% | +$200K | ﹤0.01% | 1512 |
|
|
2019
Q1 | $2.03M | Sell |
50,174
-161,452
| -76% | -$6.55M | ﹤0.01% | 1466 |
|
|
2018
Q4 | $6.86M | Buy |
211,626
+204,800
| +3,000% | +$6.63M | 0.01% | 759 |
|
|
2018
Q3 | $351K | Sell |
6,826
-62,764
| -90% | -$3.23M | ﹤0.01% | 1006 |
|
|
2018
Q2 | $3.5M | Buy |
69,590
+54
| +0.1% | +$2.72K | 0.01% | 609 |
|
|
2018
Q1 | $3.55M | Sell |
69,536
-162,255
| -70% | -$8.27M | 0.01% | 502 |
|
|
2017
Q4 | $12.2M | Sell |
231,791
-29,335
| -11% | -$1.54M | 0.03% | 350 |
|
|
2017
Q3 | $12.8M | Buy |
261,126
+116,987
| +81% | +$5.72M | 0.03% | 320 |
|
|
2017
Q2 | $6.97M | Buy |
144,139
+2,936
| +2% | +$142K | 0.02% | 472 |
|
|
2017
Q1 | $5.95M | Buy |
141,203
+3,964
| +3% | +$167K | 0.02% | 511 |
|
|
2016
Q4 | $5.79M | Sell |
137,239
-8,742
| -6% | -$369K | 0.02% | 492 |
|
|
2016
Q3 | $6.39M | Sell |
145,981
-13,362
| -8% | -$585K | 0.02% | 493 |
|
|
2016
Q2 | $6.94M | Buy |
159,343
+104
| +0.1% | +$4.53K | 0.03% | 515 |
|
|
2016
Q1 | $7.02M | Buy |
159,239
+29,368
| +23% | +$1.29M | 0.03% | 472 |
|
|
2015
Q4 | $5.43M | Buy |
129,871
+1,515
| +1% | +$63.4K | 0.02% | 552 |
|
|
2015
Q3 | $5.01M | Buy |
128,356
+7,136
| +6% | +$278K | 0.02% | 553 |
|
|
2015
Q2 | $5.04M | Buy |
121,220
+8,555
| +8% | +$356K | 0.02% | 595 |
|
|
2015
Q1 | $4.67M | Buy |
112,665
+104,504
| +1,281% | +$4.33M | 0.02% | 592 |
|
|
2014
Q4 | $303K | Sell |
8,161
-100
| -1% | -$3.71K | ﹤0.01% | 872 |
|
|
2014
Q3 | $287K | Sell |
8,261
-1,106
| -12% | -$38.4K | ﹤0.01% | 957 |
|
|
2014
Q2 | $314K | Buy |
9,367
+5,935
| +173% | +$199K | ﹤0.01% | 873 |
|
|
2014
Q1 | $120K | Sell |
3,432
-815
| -19% | -$28.5K | ﹤0.01% | 1086 |
|
|
2013
Q4 | $151K | Buy |
4,247
+1,277
| +43% | +$45.4K | ﹤0.01% | 893 |
|
|
2013
Q3 | $96K | Buy |
2,970
+577
| +24% | +$18.7K | ﹤0.01% | 991 |
|
|
2013
Q2 | $84K | Buy |
+2,393
| New | +$84K | ﹤0.01% | 1034 |
|