Jones Financial Companies’s FMC FMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.29M | Sell |
462,505
-95,403
| -17% | -$1.43M | ﹤0.01% | 936 |
|
|
2025
Q4 | $7.74M | Sell |
557,908
-170,808
| -23% | -$3.26M | ﹤0.01% | 512 |
|
|
2025
Q3 | $24.5M | Buy |
728,716
+43,275
| +6% | +$1.69M | 0.02% | 254 |
|
|
2025
Q2 | $29.4M | Buy |
685,441
+24,846
| +4% | +$987K | 0.02% | 204 |
|
|
2025
Q1 | $27.9M | Buy |
660,595
+233,339
| +55% | +$10.4M | 0.03% | 172 |
|
|
2024
Q4 | $20.8M | Buy |
427,256
+143,770
| +51% | +$8.39M | 0.02% | 171 |
|
|
2024
Q3 | $18.7M | Buy |
283,486
+103,163
| +57% | +$6.32M | 0.02% | 145 |
|
|
2024
Q2 | $10.4M | Buy |
180,323
+76,519
| +74% | +$4.57M | 0.01% | 148 |
|
|
2024
Q1 | $6.61M | Buy |
103,804
+27,812
| +37% | +$1.62M | 0.01% | 139 |
|
|
2023
Q4 | $4.79M | Buy |
75,992
+5,808
| +8% | +$337K | 0.01% | 139 |
|
|
2023
Q3 | $4.7M | Buy |
70,184
+643
| +0.9% | +$55.7K | 0.01% | 127 |
|
|
2023
Q2 | $7.26M | Sell |
69,541
-1,064
| -2% | -$120K | 0.01% | 112 |
|
|
2023
Q1 | $8.62M | Sell |
70,605
-2,191
| -3% | -$276K | 0.01% | 102 |
|
|
2022
Q4 | $9.09M | Buy |
72,796
+348
| +0.5% | +$42.7K | 0.02% | 98 |
|
|
2022
Q3 | $7.66M | Sell |
72,448
-45
| -0.1% | -$4.86K | 0.01% | 95 |
|
|
2022
Q2 | $7.76M | Sell |
72,493
-2,653
| -4% | -$324K | 0.01% | 95 |
|
|
2022
Q1 | $9.89M | Buy |
75,146
+2,337
| +3% | +$275K | 0.01% | 92 |
|
|
2021
Q4 | $8M | Buy |
72,809
+1,274
| +2% | +$128K | 0.01% | 104 |
|
|
2021
Q3 | $6.55M | Sell |
71,535
-840
| -1% | -$82.9K | 0.01% | 107 |
|
|
2021
Q2 | $7.83M | Sell |
72,375
-2,496
| -3% | -$289K | 0.01% | 104 |
|
|
2021
Q1 | $8.28M | Sell |
74,871
-1,092
| -1% | -$121K | 0.01% | 103 |
|
|
2020
Q4 | $8.73M | Sell |
75,963
-8,263
| -10% | -$920K | 0.02% | 96 |
|
|
2020
Q3 | $8.92M | Sell |
84,226
-11,316
| -12% | -$1.21M | 0.02% | 91 |
|
|
2020
Q2 | $9.52M | Sell |
95,542
-4,138
| -4% | -$382K | 0.02% | 86 |
|
|
2020
Q1 | $8.14M | Buy |
99,680
+9,148
| +10% | +$849K | 0.02% | 90 |
|
|
2019
Q4 | $9.04M | Sell |
90,532
-457
| -0.5% | -$42.5K | 0.02% | 89 |
|
|
2019
Q3 | $7.98M | Buy |
90,989
+508
| +0.6% | +$43.6K | 0.02% | 94 |
|
|
2019
Q2 | $7.5M | Buy |
90,481
+5,473
| +6% | +$429K | 0.02% | 96 |
|
|
2019
Q1 | $6.53M | Sell |
85,008
-10,125
| -11% | -$743K | 0.02% | 98 |
|
|
2018
Q4 | $6.1M | Buy |
95,133
+7,480
| +9% | +$524K | 0.02% | 94 |
|
|
2018
Q3 | $6.63M | Buy |
87,653
+430
| +0.5% | +$32.4K | 0.01% | 92 |
|
|
2018
Q2 | $6.75M | Buy |
87,223
+2,475
| +3% | +$184K | 0.02% | 89 |
|
|
2018
Q1 | $5.63M | Buy |
84,748
+1,748
| +2% | +$130K | 0.01% | 92 |
|
|
2017
Q4 | $6.81M | Sell |
83,000
-7,997
| -9% | -$643K | 0.02% | 87 |
|
|
2017
Q3 | $7.05M | Sell |
90,997
-7,915
| -8% | -$568K | 0.02% | 82 |
|
|
2017
Q2 | $6.27M | Sell |
98,912
-6,280
| -6% | -$404K | 0.02% | 86 |
|
|
2017
Q1 | $6.35M | Sell |
105,192
-7,111
| -6% | -$368K | 0.02% | 84 |
|
|
2016
Q4 | $5.51M | Buy |
112,303
+635
| +0.6% | +$29K | 0.02% | 83 |
|
|
2016
Q3 | $4.68M | Sell |
111,668
-669
| -0.6% | -$27.6K | 0.02% | 92 |
|
|
2016
Q2 | $4.51M | Buy |
112,337
+4,745
| +4% | +$186K | 0.02% | 89 |
|
|
2016
Q1 | $3.77M | Buy |
107,592
+18,213
| +20% | +$591K | 0.02% | 91 |
|
|
2015
Q4 | $3.03M | Buy |
89,379
+13,093
| +17% | +$448K | 0.02% | 102 |
|
|
2015
Q3 | $2.24M | Buy |
76,286
+41,141
| +117% | +$1.59M | 0.01% | 117 |
|
|
2015
Q2 | $1.6M | Sell |
35,145
-6,407
| -15% | -$318K | 0.01% | 130 |
|
|
2015
Q1 | $2.06M | Buy |
41,552
+22,056
| +113% | +$1.15M | 0.01% | 122 |
|
|
2014
Q4 | $965K | Buy |
19,496
+11,083
| +132% | +$540K | 0.01% | 164 |
|
|
2014
Q3 | $418K | Buy |
8,413
+2,334
| +38% | +$133K | ﹤0.01% | 194 |
|
|
2014
Q2 | $375K | Sell |
6,079
-1,157
| -16% | -$75.7K | ﹤0.01% | 199 |
|
|
2014
Q1 | $480K | Sell |
7,236
-8,551
| -54% | -$556K | ﹤0.01% | 187 |
|
|
2013
Q4 | $1.03M | Buy |
15,787
+3,752
| +31% | +$238K | 0.01% | 155 |
|
|
2013
Q3 | $749K | Buy |
12,035
+3,929
| +48% | +$226K | 0.01% | 161 |
|
|
2013
Q2 | $429K | Buy |
+8,106
| New | +$428K | ﹤0.01% | 181 |
|
Other funds holding FMC
VPM
VCM
