LPL Financial’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 | $965K | Buy |
+33,780
| New | +$965K | ﹤0.01% | 3758 |
|
|
2021
Q1 | – | Sell |
-5,831
| Closed | -$242K | – | 4081 |
|
|
2020
Q4 | $242K | Buy |
+5,831
| New | +$242K | ﹤0.01% | 3361 |
|
|
2020
Q3 | – | Sell |
-6,839
| Closed | -$296K | – | 3557 |
|
|
2020
Q2 | $296K | Buy |
+6,839
| New | +$296K | ﹤0.01% | 2823 |
|
|
2019
Q4 | – | Sell |
-9,198
| Closed | -$309K | – | 3343 |
|
|
2019
Q3 | $309K | Sell |
9,198
-481
| -5% | -$16.2K | ﹤0.01% | 2645 |
|
|
2019
Q2 | $380K | Sell |
9,679
-3,170
| -25% | -$124K | ﹤0.01% | 2491 |
|
|
2019
Q1 | $521K | Buy |
12,849
+2,885
| +29% | +$117K | ﹤0.01% | 2186 |
|
|
2018
Q4 | $323K | Buy |
9,964
+3,686
| +59% | +$119K | ﹤0.01% | 2391 |
|
|
2018
Q3 | $323K | Buy |
6,278
+1,739
| +38% | +$89.5K | ﹤0.01% | 2604 |
|
|
2018
Q2 | $229K | Buy |
4,539
+396
| +10% | +$20K | ﹤0.01% | 2860 |
|
|
2018
Q1 | $212K | Buy |
4,143
+268
| +7% | +$13.7K | ﹤0.01% | 2899 |
|
|
2017
Q4 | $204K | Sell |
3,875
-609
| -14% | -$32.1K | ﹤0.01% | 2791 |
|
|
2017
Q3 | $219K | Buy |
4,484
+96
| +2% | +$4.69K | ﹤0.01% | 2583 |
|
|
2017
Q2 | $212K | Sell |
4,388
-948
| -18% | -$45.8K | ﹤0.01% | 2541 |
|
|
2017
Q1 | $226K | Buy |
5,336
+78
| +1% | +$3.3K | ﹤0.01% | 2405 |
|
|
2016
Q4 | $223K | Sell |
5,258
-16
| -0.3% | -$679 | ﹤0.01% | 2399 |
|
|
2016
Q3 | $226K | Buy |
5,274
+122
| +2% | +$5.23K | ﹤0.01% | 2325 |
|
|
2016
Q2 | $221K | Buy |
+5,152
| New | +$221K | ﹤0.01% | 2323 |
|
|
2014
Q3 | – | Sell |
-17,707
| Closed | -$593K | – | 2729 |
|
|
2014
Q2 | $593K | Sell |
17,707
-2,457
| -12% | -$82.3K | ﹤0.01% | 1686 |
|
|
2014
Q1 | $703K | Sell |
20,164
-3,869
| -16% | -$135K | ﹤0.01% | 1488 |
|
|
2013
Q4 | $855K | Buy |
24,033
+2,359
| +11% | +$83.9K | 0.01% | 1340 |
|
|
2013
Q3 | $701K | Buy |
21,674
+31
| +0.1% | +$1K | ﹤0.01% | 1411 |
|
|
2013
Q2 | $763K | Buy |
+21,643
| New | +$763K | 0.01% | 1288 |
|