LNWWM
Laird Norton Wetherby Wealth Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+9,134
| New | +$261K | 0.01% | 781 |
|
|
2024
Q4 | $225K | Buy |
9,932
+65
| +0.7% | +$1.47K | 0.01% | 799 |
|
|
2024
Q3 | $210K | Sell |
9,867
-351
| -3% | -$7.48K | 0.01% | 852 |
|
|
2024
Q2 | $195K | Buy |
10,218
+36
| +0.4% | +$687 | 0.01% | 849 |
|
|
2024
Q1 | $196K | Sell |
10,182
-440
| -4% | -$8.48K | 0.01% | 884 |
|
|
2023
Q4 | $221K | Sell |
10,622
-4,370
| -29% | -$91K | 0.01% | 823 |
|
|
2023
Q3 | $323K | Sell |
14,992
-418
| -3% | -$9K | 0.02% | 668 |
|
|
2023
Q2 | $369K | Buy |
15,410
+904
| +6% | +$21.6K | 0.02% | 644 |
|
|
2023
Q1 | $308K | Buy |
14,506
+3,733
| +35% | +$79.4K | 0.02% | 694 |
|
|
2022
Q4 | $176K | Sell |
10,773
-3,660
| -25% | -$59.8K | 0.01% | 817 |
|
|
2022
Q3 | $203K | Buy |
+14,433
| New | +$203K | 0.01% | 792 |
|
|
2022
Q2 | – | Sell |
-6,807
| Closed | -$229K | – | 925 |
|
|
2022
Q1 | $229K | Buy |
6,807
+560
| +9% | +$18.8K | 0.01% | 806 |
|
|
2021
Q4 | $203K | Sell |
6,247
-2,308
| -27% | -$75K | 0.01% | 849 |
|
|
2021
Q3 | $299K | Sell |
8,555
-18
| -0.2% | -$629 | 0.02% | 696 |
|
|
2021
Q2 | $356K | Buy |
8,573
+1,287
| +18% | +$53.4K | 0.02% | 643 |
|
|
2021
Q1 | $269K | Sell |
7,286
-668
| -8% | -$24.7K | 0.02% | 645 |
|
|
2020
Q4 | $331K | Sell |
7,954
-304
| -4% | -$12.7K | 0.02% | 615 |
|
|
2020
Q3 | $350K | Buy |
8,258
+2
| +0% | +$85 | 0.03% | 477 |
|
|
2020
Q2 | $358K | Buy |
8,256
+212
| +3% | +$9.19K | 0.03% | 449 |
|
|
2020
Q1 | $264K | Buy |
8,044
+1,859
| +30% | +$61K | 0.03% | 485 |
|
|
2019
Q4 | $227K | Sell |
6,185
-1,076
| -15% | -$39.5K | 0.02% | 627 |
|
|
2019
Q3 | $244K | Sell |
7,261
-2,971
| -29% | -$99.8K | 0.03% | 607 |
|
|
2019
Q2 | $402K | Buy |
10,232
+1,285
| +14% | +$50.5K | 0.04% | 450 |
|
|
2019
Q1 | $362K | Sell |
8,947
-3,014
| -25% | -$122K | 0.05% | 453 |
|
|
2018
Q4 | $387K | Sell |
11,961
-2,986
| -20% | -$96.6K | 0.05% | 396 |
|
|
2018
Q3 | $769K | Sell |
14,947
-42
| -0.3% | -$2.16K | 0.1% | 242 |
|
|
2018
Q2 | $755K | Buy |
14,989
+98
| +0.7% | +$4.94K | 0.1% | 236 |
|
|
2018
Q1 | $761K | Buy |
14,891
+194
| +1% | +$9.91K | 0.11% | 228 |
|
|
2017
Q4 | $772K | Sell |
14,697
-469
| -3% | -$24.6K | 0.11% | 227 |
|
|
2017
Q3 | $741K | Buy |
15,166
+208
| +1% | +$10.2K | 0.11% | 220 |
|
|
2017
Q2 | $723K | Sell |
14,958
-70
| -0.5% | -$3.38K | 0.12% | 210 |
|
|
2017
Q1 | $633K | Sell |
15,028
-353
| -2% | -$14.9K | 0.11% | 231 |
|
|
2016
Q4 | $650K | Buy |
15,381
+1,236
| +9% | +$52.2K | 0.13% | 204 |
|
|
2016
Q3 | $619K | Buy |
14,145
+3,487
| +33% | +$153K | 0.13% | 201 |
|
|
2016
Q2 | $464K | Sell |
10,658
-536
| -5% | -$23.3K | 0.1% | 238 |
|
|
2016
Q1 | $493K | Sell |
11,194
-86
| -0.8% | -$3.79K | 0.12% | 214 |
|
|
2015
Q4 | $472K | Buy |
11,280
+218
| +2% | +$9.12K | 0.11% | 213 |
|
|
2015
Q3 | $432K | Buy |
11,062
+372
| +3% | +$14.5K | 0.11% | 226 |
|
|
2015
Q2 | $445K | Buy |
10,690
+662
| +7% | +$27.6K | 0.11% | 235 |
|
|
2015
Q1 | $416K | Sell |
10,028
-50
| -0.5% | -$2.07K | 0.1% | 247 |
|
|
2014
Q4 | $375K | Sell |
10,078
-856
| -8% | -$31.9K | 0.09% | 257 |
|
|
2014
Q3 | $379K | Buy |
10,934
+2,134
| +24% | +$74K | 0.11% | 242 |
|
|
2014
Q2 | $295K | Sell |
8,800
-1,404
| -14% | -$47.1K | 0.08% | 301 |
|
|
2014
Q1 | $356K | Buy |
10,204
+338
| +3% | +$11.8K | 0.1% | 257 |
|
|
2013
Q4 | $351K | Buy |
9,866
+316
| +3% | +$11.2K | 0.1% | 246 |
|
|
2013
Q3 | $309K | Sell |
9,550
-76
| -0.8% | -$2.46K | 0.1% | 258 |
|
|
2013
Q2 | $339K | Buy |
+9,626
| New | +$339K | 0.12% | 203 |
|