Jones Financial Companies’s FMC FMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
685,441
+24,846
| +4% | +$1.06M | 0.02% | 204 |
|
|
2025
Q1 | $27.9M | Buy |
660,595
+233,339
| +55% | +$9.85M | 0.03% | 172 |
|
|
2024
Q4 | $20.8M | Buy |
427,256
+143,770
| +51% | +$6.99M | 0.02% | 171 |
|
|
2024
Q3 | $18.7M | Buy |
283,486
+103,163
| +57% | +$6.81M | 0.02% | 145 |
|
|
2024
Q2 | $10.4M | Buy |
180,323
+76,519
| +74% | +$4.4M | 0.01% | 148 |
|
|
2024
Q1 | $6.61M | Buy |
103,804
+27,812
| +37% | +$1.77M | 0.01% | 139 |
|
|
2023
Q4 | $4.79M | Buy |
75,992
+5,808
| +8% | +$366K | 0.01% | 139 |
|
|
2023
Q3 | $4.7M | Buy |
70,184
+643
| +0.9% | +$43.1K | 0.01% | 127 |
|
|
2023
Q2 | $7.26M | Sell |
69,541
-1,064
| -2% | -$111K | 0.01% | 112 |
|
|
2023
Q1 | $8.62M | Sell |
70,605
-2,191
| -3% | -$268K | 0.01% | 102 |
|
|
2022
Q4 | $9.09M | Buy |
72,796
+348
| +0.5% | +$43.4K | 0.02% | 98 |
|
|
2022
Q3 | $7.66M | Sell |
72,448
-45
| -0.1% | -$4.76K | 0.01% | 95 |
|
|
2022
Q2 | $7.76M | Sell |
72,493
-2,653
| -4% | -$284K | 0.01% | 95 |
|
|
2022
Q1 | $9.89M | Buy |
75,146
+2,337
| +3% | +$307K | 0.01% | 92 |
|
|
2021
Q4 | $8M | Buy |
72,809
+1,274
| +2% | +$140K | 0.01% | 104 |
|
|
2021
Q3 | $6.55M | Sell |
71,535
-840
| -1% | -$76.9K | 0.01% | 107 |
|
|
2021
Q2 | $7.83M | Sell |
72,375
-2,496
| -3% | -$270K | 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% | -$950K | 0.02% | 96 |
|
|
2020
Q3 | $8.92M | Sell |
84,226
-11,316
| -12% | -$1.2M | 0.02% | 91 |
|
|
2020
Q2 | $9.52M | Sell |
95,542
-4,138
| -4% | -$412K | 0.02% | 86 |
|
|
2020
Q1 | $8.14M | Buy |
99,680
+9,148
| +10% | +$747K | 0.02% | 90 |
|
|
2019
Q4 | $9.04M | Sell |
90,532
-457
| -0.5% | -$45.6K | 0.02% | 89 |
|
|
2019
Q3 | $7.98M | Buy |
90,989
+508
| +0.6% | +$44.5K | 0.02% | 94 |
|
|
2019
Q2 | $7.51M | Buy |
90,481
+5,473
| +6% | +$454K | 0.02% | 96 |
|
|
2019
Q1 | $6.53M | Buy |
85,008
+2,499
| +3% | +$192K | 0.02% | 98 |
|
|
2018
Q4 | $6.1M | Buy |
82,509
+6,487
| +9% | +$480K | 0.02% | 94 |
|
|
2018
Q3 | $6.63M | Buy |
76,022
+373
| +0.5% | +$32.5K | 0.01% | 92 |
|
|
2018
Q2 | $6.75M | Buy |
75,649
+2,147
| +3% | +$192K | 0.02% | 89 |
|
|
2018
Q1 | $5.63M | Buy |
73,502
+1,516
| +2% | +$116K | 0.01% | 92 |
|
|
2017
Q4 | $6.81M | Sell |
71,986
-6,936
| -9% | -$657K | 0.02% | 87 |
|
|
2017
Q3 | $7.05M | Sell |
78,922
-6,865
| -8% | -$613K | 0.02% | 82 |
|
|
2017
Q2 | $6.27M | Sell |
85,787
-5,446
| -6% | -$398K | 0.02% | 86 |
|
|
2017
Q1 | $6.35M | Sell |
91,233
-6,168
| -6% | -$429K | 0.02% | 84 |
|
|
2016
Q4 | $5.51M | Buy |
97,401
+551
| +0.6% | +$31.2K | 0.02% | 83 |
|
|
2016
Q3 | $4.68M | Sell |
96,850
-580
| -0.6% | -$28K | 0.02% | 92 |
|
|
2016
Q2 | $4.51M | Buy |
97,430
+4,115
| +4% | +$191K | 0.02% | 89 |
|
|
2016
Q1 | $3.77M | Buy |
93,315
+15,796
| +20% | +$638K | 0.02% | 91 |
|
|
2015
Q4 | $3.03M | Buy |
77,519
+11,356
| +17% | +$444K | 0.02% | 102 |
|
|
2015
Q3 | $2.24M | Buy |
66,163
+35,682
| +117% | +$1.21M | 0.01% | 117 |
|
|
2015
Q2 | $1.6M | Sell |
30,481
-5,557
| -15% | -$292K | 0.01% | 130 |
|
|
2015
Q1 | $2.06M | Buy |
36,038
+19,129
| +113% | +$1.1M | 0.01% | 122 |
|
|
2014
Q4 | $965K | Buy |
16,909
+9,612
| +132% | +$549K | 0.01% | 164 |
|
|
2014
Q3 | $418K | Buy |
7,297
+2,025
| +38% | +$116K | ﹤0.01% | 194 |
|
|
2014
Q2 | $375K | Sell |
5,272
-1,004
| -16% | -$71.4K | ﹤0.01% | 199 |
|
|
2014
Q1 | $480K | Sell |
6,276
-7,416
| -54% | -$567K | ﹤0.01% | 187 |
|
|
2013
Q4 | $1.03M | Buy |
13,692
+3,254
| +31% | +$246K | 0.01% | 155 |
|
|
2013
Q3 | $749K | Buy |
10,438
+3,408
| +48% | +$245K | 0.01% | 161 |
|
|
2013
Q2 | $429K | Buy |
+7,030
| New | +$429K | ﹤0.01% | 181 |
|