Mercer Global Advisors’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 | $604K | Buy |
21,156
+6,855
| +48% | +$196K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $356K | Sell |
14,301
-224
| -2% | -$5.58K | ﹤0.01% | 1669 |
|
|
2024
Q4 | $329K | Buy |
14,525
+56
| +0.4% | +$1.27K | ﹤0.01% | 1693 |
|
|
2024
Q3 | $307K | Sell |
14,469
-112
| -0.8% | -$2.38K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $278K | Buy |
14,581
+624
| +4% | +$11.9K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $269K | Sell |
13,957
-215
| -2% | -$4.14K | ﹤0.01% | 1630 |
|
|
2023
Q4 | $295K | Buy |
14,172
+4,522
| +47% | +$94.1K | ﹤0.01% | 1618 |
|
|
2023
Q3 | $208K | Buy |
+9,650
| New | +$208K | ﹤0.01% | 1744 |
|
|
2022
Q3 | – | Sell |
-17,326
| Closed | -$432K | – | 1862 |
|
|
2022
Q2 | $432K | Sell |
17,326
-200
| -1% | -$4.99K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $590K | Buy |
17,526
+5,195
| +42% | +$175K | ﹤0.01% | 1145 |
|
|
2021
Q4 | $400K | Sell |
12,331
-368
| -3% | -$11.9K | ﹤0.01% | 1328 |
|
|
2021
Q3 | $444K | Buy |
12,699
+411
| +3% | +$14.4K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $511K | Buy |
12,288
+1,194
| +11% | +$49.7K | ﹤0.01% | 1139 |
|
|
2021
Q1 | $409K | Buy |
11,094
+1,933
| +21% | +$71.3K | ﹤0.01% | 1167 |
|
|
2020
Q4 | $381K | Buy |
+9,161
| New | +$381K | ﹤0.01% | 975 |
|
|
2020
Q2 | – | Sell |
-9,202
| Closed | -$302K | – | 1061 |
|
|
2020
Q1 | $302K | Buy |
9,202
+2,906
| +46% | +$95.4K | 0.01% | 808 |
|
|
2019
Q4 | $232K | Buy |
6,296
+111
| +2% | +$4.09K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $207K | Buy |
6,185
+5
| +0.1% | +$167 | ﹤0.01% | 1021 |
|
|
2019
Q2 | $243K | Buy |
6,180
+470
| +8% | +$18.5K | 0.01% | 965 |
|
|
2019
Q1 | $231K | Buy |
+5,710
| New | +$231K | 0.01% | 933 |
|