HighTower Advisors’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $415K | Buy |
18,409
+1,161
| +7% | +$26.7K | ﹤0.01% | 2887 |
|
|
2025
Q4 | $411K | Sell |
17,248
-342
| -2% | -$8.51K | ﹤0.01% | 2787 |
|
|
2025
Q3 | $463K | Buy |
17,590
+950
| +6% | +$24.4K | ﹤0.01% | 2692 |
|
|
2025
Q2 | $475K | Sell |
16,640
-718
| -4% | -$19.3K | ﹤0.01% | 2566 |
|
|
2025
Q1 | $432K | Sell |
17,358
-532
| -3% | -$12.7K | ﹤0.01% | 2581 |
|
|
2024
Q4 | $405K | Buy |
17,890
+1,305
| +8% | +$28.3K | ﹤0.01% | 2642 |
|
|
2024
Q3 | $349K | Sell |
16,585
-1,126
| -6% | -$22.2K | ﹤0.01% | 2697 |
|
|
2024
Q2 | $339K | Sell |
17,711
-352
| -2% | -$7.18K | ﹤0.01% | 2622 |
|
|
2024
Q1 | $351K | Sell |
18,063
-1,454
| -7% | -$28.8K | ﹤0.01% | 2560 |
|
|
2023
Q4 | $402K | Sell |
19,517
-2,850
| -13% | -$54.7K | ﹤0.01% | 2478 |
|
|
2023
Q3 | $478K | Sell |
22,367
-255
| -1% | -$6.19K | ﹤0.01% | 2265 |
|
|
2023
Q2 | $538K | Buy |
+22,622
| New | +$519K | ﹤0.01% | 2154 |
|
|
2021
Q4 | – | Sell |
-73,248
| Closed | -$2.55M | – | 3355 |
|
|
2021
Q3 | $2.55M | Buy |
73,248
+847
| +1% | +$33.1K | 0.01% | 1130 |
|
|
2021
Q2 | $3.01M | Buy |
72,401
+3,306
| +5% | +$132K | 0.01% | 1009 |
|
|
2021
Q1 | $2.54M | Buy |
69,095
+37,499
| +119% | +$1.42M | 0.01% | 1012 |
|
|
2020
Q4 | $1.32M | Buy |
31,596
+8,096
| +34% | +$337K | 0.01% | 1118 |
|
|
2020
Q3 | $1.01M | Buy |
23,500
+1,266
| +6% | +$54.6K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $968K | Sell |
22,234
-329
| -1% | -$13K | 0.01% | 1138 |
|
|
2020
Q1 | $739K | Buy |
22,563
+369
| +2% | +$13.7K | ﹤0.01% | 1154 |
|
|
2019
Q4 | $804K | Buy |
22,194
+7,673
| +53% | +$272K | ﹤0.01% | 1246 |
|
|
2019
Q3 | $483K | Sell |
14,521
-299
| -2% | -$10.6K | ﹤0.01% | 1535 |
|
|
2019
Q2 | $601K | Buy |
14,820
+238
| +2% | +$9.43K | ﹤0.01% | 1422 |
|
|
2019
Q1 | $599K | Sell |
14,582
-2,354
| -14% | -$87.8K | ﹤0.01% | 1362 |
|
|
2018
Q4 | $552K | Sell |
16,936
-1,373
| -7% | -$55.4K | ﹤0.01% | 1298 |
|
|
2018
Q3 | $976K | Sell |
18,309
-11,645
| -39% | -$583K | 0.01% | 1138 |
|
|
2018
Q2 | $1.56M | Buy |
29,954
+2,270
| +8% | +$115K | 0.01% | 947 |
|
|
2018
Q1 | $1.45M | Buy |
27,684
+5,754
| +26% | +$307K | 0.01% | 930 |
|
|
2017
Q4 | $1.17M | Sell |
21,930
-5,595
| -20% | -$278K | 0.01% | 1027 |
|
|
2017
Q3 | $1.32M | Buy |
27,525
+4,481
| +19% | +$213K | 0.01% | 971 |
|
|
2017
Q2 | $1.09M | Sell |
23,044
-1,594
| -6% | -$73.4K | 0.01% | 1016 |
|
|
2017
Q1 | $1.04M | Buy |
24,638
+3,801
| +18% | +$157K | 0.01% | 1016 |
|
|
2016
Q4 | $882K | Buy |
20,837
+60
| +0.3% | +$2.45K | 0.01% | 1023 |
|
|
2016
Q3 | $918K | Sell |
20,777
-1,898
| -8% | -$85K | 0.01% | 957 |
|
|
2016
Q2 | $971K | Sell |
22,675
-13,954
| -38% | -$601K | 0.01% | 893 |
|
|
2016
Q1 | $1.61M | Buy |
+36,629
| New | +$1.55M | 0.02% | 812 |
|
|
2015
Q4 | – | Sell |
-22,822
| Closed | -$911K | – | 2074 |
|
|
2015
Q3 | $911K | Buy |
22,822
+2,658
| +13% | +$108K | 0.01% | 926 |
|
|
2015
Q2 | $843K | Buy |
20,164
+3,962
| +24% | +$169K | 0.01% | 835 |
|
|
2015
Q1 | $686K | Buy |
16,202
+1,744
| +12% | +$67.4K | 0.01% | 953 |
|
|
2014
Q4 | $537K | Buy |
14,458
+704
| +5% | +$25.4K | 0.01% | 1023 |
|
|
2014
Q3 | $477K | Buy |
13,754
+963
| +8% | +$33.2K | 0.01% | 1037 |
|
|
2014
Q2 | $428K | Buy |
12,791
+5,004
| +64% | +$167K | 0.01% | 1109 |
|
|
2014
Q1 | $271K | Buy |
+7,787
| New | +$273K | 0.01% | 1204 |
|
Other funds holding FMS
FMI
BIP
TAM
TRSOTSOK
IHAM