EHC
Everett Harris & Co’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
13,259
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $330K | Hold |
13,259
| – | – | ﹤0.01% | 255 |
|
|
2024
Q4 | $300K | Sell |
13,259
-340
| -3% | -$7.7K | ﹤0.01% | 244 |
|
|
2024
Q3 | $290K | Sell |
13,599
-2,694
| -17% | -$57.4K | ﹤0.01% | 241 |
|
|
2024
Q2 | $311K | Sell |
16,293
-4,364
| -21% | -$83.3K | ﹤0.01% | 224 |
|
|
2024
Q1 | $398K | Sell |
20,657
-933
| -4% | -$18K | 0.01% | 200 |
|
|
2023
Q4 | $450K | Sell |
21,590
-208
| -1% | -$4.33K | 0.01% | 182 |
|
|
2023
Q3 | $470K | Hold |
21,798
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $522K | Sell |
21,798
-792
| -4% | -$19K | 0.01% | 168 |
|
|
2023
Q1 | $480K | Sell |
22,590
-9,460
| -30% | -$201K | 0.01% | 177 |
|
|
2022
Q4 | $524K | Sell |
32,050
-3,826
| -11% | -$62.6K | 0.01% | 167 |
|
|
2022
Q3 | $504K | Hold |
35,876
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $895K | Sell |
35,876
-400
| -1% | -$9.98K | 0.02% | 137 |
|
|
2022
Q1 | $1.22M | Sell |
36,276
-1,173
| -3% | -$39.5K | 0.02% | 129 |
|
|
2021
Q4 | $1.22M | Sell |
37,449
-3,676
| -9% | -$119K | 0.02% | 134 |
|
|
2021
Q3 | $1.44M | Sell |
41,125
-1,580
| -4% | -$55.2K | 0.02% | 116 |
|
|
2021
Q2 | $1.78M | Sell |
42,705
-8,915
| -17% | -$371K | 0.03% | 107 |
|
|
2021
Q1 | $1.9M | Sell |
51,620
-5,255
| -9% | -$194K | 0.03% | 96 |
|
|
2020
Q4 | $2.36M | Sell |
56,875
-1,400
| -2% | -$58.2K | 0.04% | 87 |
|
|
2020
Q3 | $2.48M | Sell |
58,275
-489
| -0.8% | -$20.8K | 0.05% | 85 |
|
|
2020
Q2 | $2.54M | Sell |
58,764
-2,546
| -4% | -$110K | 0.06% | 83 |
|
|
2020
Q1 | $2.01M | Sell |
61,310
-1,195
| -2% | -$39.2K | 0.05% | 87 |
|
|
2019
Q4 | $2.3M | Sell |
62,505
-2,054
| -3% | -$75.6K | 0.05% | 100 |
|
|
2019
Q3 | $2.17M | Sell |
64,559
-3,275
| -5% | -$110K | 0.05% | 100 |
|
|
2019
Q2 | $2.67M | Sell |
67,834
-1,220
| -2% | -$47.9K | 0.07% | 86 |
|
|
2019
Q1 | $2.8M | Sell |
69,054
-1,122
| -2% | -$45.5K | 0.07% | 84 |
|
|
2018
Q4 | $2.27M | Sell |
70,176
-4,811
| -6% | -$156K | 0.06% | 88 |
|
|
2018
Q3 | $3.86M | Sell |
74,987
-2,335
| -3% | -$120K | 0.1% | 68 |
|
|
2018
Q2 | $3.89M | Sell |
77,322
-1,400
| -2% | -$70.5K | 0.11% | 64 |
|
|
2018
Q1 | $4.02M | Sell |
78,722
-2,075
| -3% | -$106K | 0.11% | 61 |
|
|
2017
Q4 | $4.25M | Sell |
80,797
-225
| -0.3% | -$11.8K | 0.12% | 64 |
|
|
2017
Q3 | $3.96M | Sell |
81,022
-1,602
| -2% | -$78.3K | 0.12% | 69 |
|
|
2017
Q2 | $3.99M | Sell |
82,624
-1,180
| -1% | -$57K | 0.12% | 69 |
|
|
2017
Q1 | $3.53M | Sell |
83,804
-1,744
| -2% | -$73.5K | 0.12% | 71 |
|
|
2016
Q4 | $3.61M | Sell |
85,548
-10,660
| -11% | -$450K | 0.13% | 67 |
|
|
2016
Q3 | $4.21M | Sell |
96,208
-2,250
| -2% | -$98.5K | 0.15% | 69 |
|
|
2016
Q2 | $4.29M | Sell |
98,458
-1,534
| -2% | -$66.8K | 0.15% | 68 |
|
|
2016
Q1 | $4.41M | Sell |
99,992
-230
| -0.2% | -$10.1K | 0.16% | 66 |
|
|
2015
Q4 | $4.19M | Hold |
100,222
| – | – | 0.15% | 71 |
|
|
2015
Q3 | $3.91M | Buy |
100,222
+1,450
| +1% | +$56.6K | 0.14% | 74 |
|
|
2015
Q2 | $4.11M | Sell |
98,772
-3,950
| -4% | -$164K | 0.14% | 68 |
|
|
2015
Q1 | $4.26M | Hold |
102,722
| – | – | 0.15% | 67 |
|
|
2014
Q4 | $3.82M | Sell |
102,722
-1,030
| -1% | -$38.3K | 0.13% | 74 |
|
|
2014
Q3 | $3.6M | Sell |
103,752
-4,384
| -4% | -$152K | 0.13% | 78 |
|
|
2014
Q2 | $3.62M | Sell |
108,136
-374
| -0.3% | -$12.5K | 0.13% | 75 |
|
|
2014
Q1 | $3.78M | Sell |
108,510
-350
| -0.3% | -$12.2K | 0.14% | 70 |
|
|
2013
Q4 | $3.87M | Sell |
108,860
-374
| -0.3% | -$13.3K | 0.14% | 68 |
|
|
2013
Q3 | $3.54M | Buy |
+109,234
| New | +$3.54M | 0.14% | 65 |
|