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