JFS Wealth Advisors’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 | $5.37K | Hold |
188
| – | – | ﹤0.01% | 1059 |
|
|
2025
Q1 | $4.68K | Hold |
188
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q4 | $4.26K | Buy |
188
+25
| +15% | +$566 | ﹤0.01% | 1187 |
|
|
2024
Q3 | $3.47K | Sell |
163
-4
| -2% | -$85 | ﹤0.01% | 1251 |
|
|
2024
Q2 | $3.19K | Hold |
167
| – | – | ﹤0.01% | 1246 |
|
|
2024
Q1 | $3.22K | Sell |
167
-3
| -2% | -$58 | ﹤0.01% | 1268 |
|
|
2023
Q4 | $3.54K | Sell |
170
-33
| -16% | -$688 | ﹤0.01% | 1197 |
|
|
2023
Q3 | $4.37K | Sell |
203
-5
| -2% | -$108 | ﹤0.01% | 1044 |
|
|
2023
Q2 | $4.98K | Buy |
208
+52
| +33% | +$1.24K | ﹤0.01% | 1008 |
|
|
2023
Q1 | $3.32K | Sell |
156
-43
| -22% | -$914 | ﹤0.01% | 1156 |
|
|
2022
Q4 | $3.25K | Sell |
199
-58
| -23% | -$948 | ﹤0.01% | 1172 |
|
|
2022
Q3 | $4K | Buy |
257
+187
| +267% | +$2.91K | ﹤0.01% | 1057 |
|
|
2022
Q2 | $2K | Sell |
70
-209
| -75% | -$5.97K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $9K | Buy |
279
+232
| +494% | +$7.48K | ﹤0.01% | 820 |
|
|
2021
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1076 |
|
|
2018
Q2 | – | Sell |
-101
| Closed | -$5K | – | 498 |
|
|
2018
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 418 |
|
|
2017
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 424 |
|