GIA
GHP Investment Advisors’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1K | Hold |
2,140
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $53.3K | Hold |
2,140
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $48.5K | Hold |
2,140
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $45.6K | Hold |
2,140
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $40.9K | Hold |
2,140
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $41.3K | Hold |
2,140
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $44.6K | Hold |
2,140
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $36.7K | Hold |
2,140
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $55.8K | Hold |
2,140
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $45.5K | Hold |
2,140
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $35K | Hold |
2,140
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $30K | Hold |
2,140
| – | – | ﹤0.01% | 535 |
|
|
2022
Q2 | $53K | Hold |
2,140
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $72K | Buy |
+2,140
| New | +$72K | ﹤0.01% | 451 |
|
|
2018
Q4 | – | Sell |
-4,280
| Closed | -$220K | – | 292 |
|
|
2018
Q3 | $220K | Sell |
4,280
-360
| -8% | -$18.5K | 0.03% | 286 |
|
|
2018
Q2 | $234K | Hold |
4,640
| – | – | 0.03% | 272 |
|
|
2018
Q1 | $237K | Hold |
4,640
| – | – | 0.03% | 271 |
|
|
2017
Q4 | $244K | Hold |
4,640
| – | – | 0.03% | 276 |
|
|
2017
Q3 | $227K | Hold |
4,640
| – | – | 0.03% | 276 |
|
|
2017
Q2 | $224K | Buy |
+4,640
| New | +$224K | 0.04% | 281 |
|
|
2016
Q4 | – | Sell |
-4,640
| Closed | -$203K | – | 293 |
|
|
2016
Q3 | $203K | Hold |
4,640
| – | – | 0.04% | 273 |
|
|
2016
Q2 | $202K | Sell |
4,640
-21
| -0.5% | -$914 | 0.04% | 269 |
|
|
2016
Q1 | $205K | Buy |
+4,661
| New | +$205K | 0.05% | 272 |
|
|
2015
Q3 | – | Sell |
-4,640
| Closed | -$201K | – | 279 |
|
|
2015
Q2 | $201K | Buy |
+4,640
| New | +$201K | 0.05% | 274 |
|