Glassman Wealth Services’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-939
| Closed | -$19.6K | – | 791 |
|
|
2023
Q4 | $19.6K | Buy |
939
+156
| +20% | +$3.25K | ﹤0.01% | 695 |
|
|
2023
Q3 | $16.9K | Hold |
783
| – | – | ﹤0.01% | 703 |
|
|
2023
Q2 | $18.7K | Hold |
783
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $16.6K | Buy |
783
+245
| +46% | +$5.21K | ﹤0.01% | 683 |
|
|
2022
Q4 | $8.79K | Sell |
538
-433
| -45% | -$7.08K | ﹤0.01% | 864 |
|
|
2022
Q3 | $14K | Buy |
971
+647
| +200% | +$9.33K | ﹤0.01% | 706 |
|
|
2022
Q2 | $8K | Buy |
324
+100
| +45% | +$2.47K | ﹤0.01% | 866 |
|
|
2022
Q1 | $8K | Hold |
224
| – | – | ﹤0.01% | 892 |
|
|
2021
Q4 | $7K | Sell |
224
-149
| -40% | -$4.66K | ﹤0.01% | 894 |
|
|
2021
Q3 | $13K | Sell |
373
-3
| -0.8% | -$105 | ﹤0.01% | 697 |
|
|
2021
Q2 | $16K | Sell |
376
-10
| -3% | -$426 | ﹤0.01% | 628 |
|
|
2021
Q1 | $14K | Sell |
386
-35
| -8% | -$1.27K | ﹤0.01% | 624 |
|
|
2020
Q4 | $17K | Buy |
421
+180
| +75% | +$7.27K | ﹤0.01% | 570 |
|
|
2020
Q3 | $10K | Buy |
241
+124
| +106% | +$5.15K | ﹤0.01% | 604 |
|
|
2020
Q2 | $5K | Buy |
117
+105
| +875% | +$4.49K | ﹤0.01% | 617 |
|
|
2020
Q1 | $0 | Buy |
12
+6
| +100% | – | ﹤0.01% | 1268 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1272 |
|