IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Hold |
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|
2025
Q1 | $11.6K | Sell |
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|
2024
Q4 | $11.4K | Buy |
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|
2024
Q3 | $9.88K | Hold |
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|
2024
Q2 | $8.86K | Sell |
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|
2024
Q1 | $30.3K | Buy |
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|
2023
Q4 | $8.79K | Hold |
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|
2023
Q3 | $9.09K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $120K | Buy |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Sell |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q1 | $64K | Sell |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $86K | Buy |
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|
2018
Q2 | $83K | Sell |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $97K | Sell |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $94K | Buy |
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|
2017
Q1 | $79K | Buy |
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|
2016
Q4 | $78K | Sell |
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|
2016
Q3 | $82K | Buy |
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|
2016
Q2 | $80K | Buy |
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|
2016
Q1 | $64K | Buy |
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|
2015
Q4 | $2K | Buy |
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