Jones Financial Companies’s Fresenius Medical Care FMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$324K Buy
14,667
+3,533
+32% +$81.2K ﹤0.01% 2221
2025
Q4
$265K Buy
11,134
+1,142
+11% +$28.4K ﹤0.01% 1789
2025
Q3
$256K Buy
9,992
+34
+0.3% +$874 ﹤0.01% 1690
2025
Q2
$281K Buy
9,958
+290
+3% +$7.78K ﹤0.01% 1518
2025
Q1
$240K Buy
9,668
+5,158
+114% +$123K ﹤0.01% 1427
2024
Q4
$102K Buy
4,510
+2,012
+81% +$43.7K ﹤0.01% 1620
2024
Q3
$53.2K Buy
+2,498
New +$49.2K ﹤0.01% 1613
2013
Q3
Sell
-2,975
Closed -$105K 756
2013
Q2
$105K Buy
+2,975
New +$103K ﹤0.01% 253

Other funds holding FMS