J.P. Morgan Private Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,152
| Closed | -$207K | – | 1950 |
|
|
2022
Q1 | $207K | Buy |
+6,152
| New | +$207K | ﹤0.01% | 1899 |
|
|
2019
Q1 | – | Sell |
-12,502
| Closed | -$405K | – | 1480 |
|
|
2018
Q4 | $405K | Buy |
12,502
+84
| +0.7% | +$2.72K | ﹤0.01% | 1047 |
|
|
2018
Q3 | $639K | Sell |
12,418
-278
| -2% | -$14.3K | ﹤0.01% | 987 |
|
|
2018
Q2 | $639K | Buy |
12,696
+435
| +4% | +$21.9K | ﹤0.01% | 920 |
|
|
2018
Q1 | $626K | Buy |
12,261
+2,862
| +30% | +$146K | ﹤0.01% | 795 |
|
|
2017
Q4 | $494K | Sell |
9,399
-5,933
| -39% | -$312K | ﹤0.01% | 870 |
|
|
2017
Q3 | $750K | Sell |
15,332
-1,367
| -8% | -$66.9K | 0.01% | 709 |
|
|
2017
Q2 | $807K | Sell |
16,699
-13,260
| -44% | -$641K | 0.01% | 671 |
|
|
2017
Q1 | $1.26M | Sell |
29,959
-13,923
| -32% | -$586K | 0.01% | 571 |
|
|
2016
Q4 | $1.85M | Buy |
43,882
+2,711
| +7% | +$114K | 0.02% | 450 |
|
|
2016
Q3 | $1.8M | Buy |
41,171
+10,403
| +34% | +$455K | 0.02% | 462 |
|
|
2016
Q2 | $1.34M | Sell |
30,768
-818
| -3% | -$35.6K | 0.01% | 522 |
|
|
2016
Q1 | $1.39M | Buy |
31,586
+7,318
| +30% | +$323K | 0.01% | 483 |
|
|
2015
Q4 | $1.02M | Buy |
24,268
+197
| +0.8% | +$8.24K | 0.01% | 520 |
|
|
2015
Q3 | $939K | Sell |
24,071
-497
| -2% | -$19.4K | 0.01% | 485 |
|
|
2015
Q2 | $1.02M | Buy |
24,568
+747
| +3% | +$31K | 0.01% | 501 |
|
|
2015
Q1 | $987K | Buy |
23,821
+51
| +0.2% | +$2.11K | 0.01% | 528 |
|
|
2014
Q4 | $883K | Buy |
23,770
+536
| +2% | +$19.9K | 0.01% | 560 |
|
|
2014
Q3 | $807K | Buy |
23,234
+197
| +0.9% | +$6.84K | 0.01% | 567 |
|
|
2014
Q2 | $771K | Sell |
23,037
-1,262
| -5% | -$42.2K | 0.01% | 460 |
|
|
2014
Q1 | $847K | Buy |
+24,299
| New | +$847K | 0.02% | 435 |
|