Global Retirement Partners’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Buy |
+3,293
| New | +$94.1K | ﹤0.01% | 1465 |
|
|
2024
Q4 | – | Sell |
-90
| Closed | -$1.92K | – | 3691 |
|
|
2024
Q3 | $1.92K | Hold |
90
| – | – | ﹤0.01% | 2946 |
|
|
2024
Q2 | $1.72K | Hold |
90
| – | – | ﹤0.01% | 3020 |
|
|
2024
Q1 | $1.74K | Sell |
90
-179
| -67% | -$3.45K | ﹤0.01% | 2796 |
|
|
2023
Q4 | $5.28K | Buy |
269
+23
| +9% | +$451 | ﹤0.01% | 2305 |
|
|
2023
Q3 | $5.1K | Buy |
246
+156
| +173% | +$3.23K | ﹤0.01% | 2191 |
|
|
2023
Q2 | $2.15K | Hold |
90
| – | – | ﹤0.01% | 2527 |
|
|
2023
Q1 | $2.13K | Hold |
90
| – | – | ﹤0.01% | 2487 |
|
|
2022
Q4 | $1.47K | Sell |
90
-50
| -36% | -$817 | ﹤0.01% | 2468 |
|
|
2022
Q3 | $2K | Buy |
140
+124
| +775% | +$1.77K | ﹤0.01% | 2229 |
|
|
2022
Q2 | $0 | Sell |
16
-78
| -83% | – | ﹤0.01% | 2738 |
|
|
2022
Q1 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 2049 |
|
|
2021
Q4 | – | Sell |
-393
| Closed | -$14K | – | 773 |
|
|
2021
Q3 | $14K | Buy |
393
+48
| +14% | +$1.71K | ﹤0.01% | 1314 |
|
|
2021
Q2 | $14K | Buy |
+345
| New | +$14K | ﹤0.01% | 1293 |
|
|
2021
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1804 |
|
|
2020
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1666 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$6K | – | 1652 |
|
|
2020
Q2 | $6K | Buy |
150
+18
| +14% | +$720 | ﹤0.01% | 1239 |
|
|
2020
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q4 | $5K | Hold |
132
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q3 | $7K | Hold |
132
| – | – | ﹤0.01% | 1131 |
|
|
2018
Q2 | $7K | Hold |
132
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q1 | $7K | Hold |
132
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q4 | $7K | Hold |
132
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q3 | $6K | Buy |
+132
| New | +$6K | ﹤0.01% | 961 |
|