EP Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,860
| Closed | -$2.9M | – | 693 |
|
|
2023
Q1 | $2.9M | Sell |
2,860
-9,588
| -77% | -$9.73M | 0.05% | 196 |
|
|
2022
Q4 | $203K | Sell |
12,448
-354
| -3% | -$5.78K | ﹤0.01% | 548 |
|
|
2022
Q3 | $180K | Hold |
12,802
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $319K | Hold |
12,802
| – | – | 0.01% | 468 |
|
|
2022
Q1 | $431K | Hold |
12,802
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $416K | Hold |
12,802
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $448K | Hold |
12,802
| – | – | 0.01% | 351 |
|
|
2021
Q2 | $532K | Hold |
12,802
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $472K | Hold |
12,802
| – | – | 0.02% | 337 |
|
|
2020
Q4 | $532K | Hold |
12,802
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $544K | Buy |
+12,802
| New | +$544K | 0.02% | 216 |
|
|
2020
Q2 | – | Sell |
-12,802
| Closed | -$420K | – | 232 |
|
|
2020
Q1 | $420K | Buy |
+12,802
| New | +$420K | 0.02% | 271 |
|