JNBA Financial 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 | $8.61K | Hold |
301
| – | – | ﹤0.01% | 476 |
|
2025
Q1 | $7.51K | Hold |
301
| – | – | ﹤0.01% | 488 |
|
2024
Q4 | $6.82K | Hold |
301
| – | – | ﹤0.01% | 496 |
|
2024
Q3 | $6.42K | Hold |
301
| – | – | ﹤0.01% | 521 |
|
2024
Q2 | $5.75K | Hold |
301
| – | – | ﹤0.01% | 513 |
|
2024
Q1 | $5.81K | Hold |
301
| – | – | ﹤0.01% | 521 |
|
2023
Q4 | $6.28K | Hold |
301
| – | – | ﹤0.01% | 514 |
|
2023
Q3 | $6.49K | Hold |
301
| – | – | ﹤0.01% | 511 |
|
2023
Q2 | $7.21K | Hold |
301
| – | – | ﹤0.01% | 499 |
|
2023
Q1 | $6.41K | Hold |
301
| – | – | ﹤0.01% | 522 |
|
2022
Q4 | $4.93K | Hold |
301
| – | – | ﹤0.01% | 521 |
|
2022
Q3 | $4K | Hold |
301
| – | – | ﹤0.01% | 546 |
|
2022
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 513 |
|
2022
Q1 | $10K | Hold |
301
| – | – | ﹤0.01% | 496 |
|
2021
Q4 | $10K | Hold |
301
| – | – | ﹤0.01% | 526 |
|
2021
Q3 | $11K | Hold |
301
| – | – | ﹤0.01% | 508 |
|
2021
Q2 | $13K | Hold |
301
| – | – | ﹤0.01% | 454 |
|
2021
Q1 | $11K | Hold |
301
| – | – | ﹤0.01% | 453 |
|
2020
Q4 | $13K | Hold |
301
| – | – | ﹤0.01% | 413 |
|
2020
Q3 | $13K | Hold |
301
| – | – | ﹤0.01% | 383 |
|
2020
Q2 | $13K | Hold |
301
| – | – | ﹤0.01% | 376 |
|
2020
Q1 | $10K | Hold |
301
| – | – | ﹤0.01% | 378 |
|
2019
Q4 | $11K | Hold |
301
| – | – | ﹤0.01% | 424 |
|
2019
Q3 | $10K | Hold |
301
| – | – | ﹤0.01% | 408 |
|
2019
Q2 | $12K | Hold |
301
| – | – | ﹤0.01% | 413 |
|
2019
Q1 | $12K | Hold |
301
| – | – | ﹤0.01% | 386 |
|
2018
Q4 | $10K | Buy |
+301
| New | +$10K | ﹤0.01% | 378 |
|
2018
Q3 | – | Sell |
-301
| Closed | -$15K | – | 566 |
|
2018
Q2 | $15K | Hold |
301
| – | – | ﹤0.01% | 346 |
|
2018
Q1 | $15K | Hold |
301
| – | – | ﹤0.01% | 335 |
|
2017
Q4 | $16K | Hold |
301
| – | – | ﹤0.01% | 333 |
|
2017
Q3 | $15K | Hold |
301
| – | – | ﹤0.01% | 327 |
|
2017
Q2 | $15K | Hold |
301
| – | – | ﹤0.01% | 319 |
|
2017
Q1 | $13K | Hold |
301
| – | – | ﹤0.01% | 337 |
|
2016
Q4 | $13K | Sell |
301
-160
| -35% | -$6.91K | ﹤0.01% | 341 |
|
2016
Q3 | $20K | Buy |
461
+160
| +53% | +$6.94K | ﹤0.01% | 813 |
|
2016
Q2 | $13K | Hold |
301
| – | – | ﹤0.01% | 326 |
|
2016
Q1 | $13K | Hold |
301
| – | – | ﹤0.01% | 322 |
|
2015
Q4 | $13K | Hold |
301
| – | – | 0.01% | 325 |
|
2015
Q3 | $12K | Hold |
301
| – | – | 0.01% | 333 |
|
2015
Q2 | $13K | Hold |
301
| – | – | ﹤0.01% | 334 |
|
2015
Q1 | $12K | Hold |
301
| – | – | ﹤0.01% | 348 |
|
2014
Q4 | $11K | Hold |
301
| – | – | ﹤0.01% | 349 |
|
2014
Q3 | $10K | Hold |
301
| – | – | ﹤0.01% | 366 |
|
2014
Q2 | $10K | Hold |
301
| – | – | ﹤0.01% | 349 |
|
2014
Q1 | $11K | Hold |
301
| – | – | 0.01% | 315 |
|
2013
Q4 | $11K | Hold |
301
| – | – | 0.01% | 305 |
|
2013
Q3 | $10K | Hold |
301
| – | – | 0.01% | 304 |
|
2013
Q2 | $11K | Buy |
+301
| New | +$11K | 0.01% | 252 |
|