Exencial Wealth Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,864
| Closed | -$965K | – | 502 |
|
|
2025
Q1 | $965K | Buy |
22,864
+1,667
| +8% | +$70.3K | 0.04% | 283 |
|
|
2024
Q4 | $1.03M | Sell |
21,197
-5,895
| -22% | -$287K | 0.04% | 278 |
|
|
2024
Q3 | $1.79M | Buy |
27,092
+1,622
| +6% | +$107K | 0.06% | 225 |
|
|
2024
Q2 | $1.47M | Buy |
25,470
+41
| +0.2% | +$2.36K | 0.06% | 230 |
|
|
2024
Q1 | $1.62M | Buy |
25,429
+1,257
| +5% | +$80.1K | 0.06% | 227 |
|
|
2023
Q4 | $1.52M | Buy |
24,172
+14,253
| +144% | +$899K | 0.06% | 220 |
|
|
2023
Q3 | $664K | Buy |
+9,919
| New | +$664K | 0.03% | 262 |
|