Jones Financial Companies’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 | $281K | Buy |
9,958
+290
| +3% | +$8.18K | ﹤0.01% | 1518 |
|
|
2025
Q1 | $240K | Buy |
9,668
+5,158
| +114% | +$128K | ﹤0.01% | 1427 |
|
|
2024
Q4 | $102K | Buy |
4,510
+2,012
| +81% | +$45.5K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $53.2K | Buy |
+2,498
| New | +$53.2K | ﹤0.01% | 1613 |
|
|
2013
Q3 | – | Sell |
-2,975
| Closed | -$105K | – | 756 |
|
|
2013
Q2 | $105K | Buy |
+2,975
| New | +$105K | ﹤0.01% | 253 |
|