Northwestern Mutual Wealth Management’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 | $39.2K | Buy |
1,738
+46
| +3% | +$1.06K | ﹤0.01% | 2539 |
|
|
2025
Q4 | $40.3K | Sell |
1,692
-42
| -2% | -$1.04K | ﹤0.01% | 2488 |
|
|
2025
Q3 | $45.7K | Buy |
1,734
+73
| +4% | +$1.88K | ﹤0.01% | 2367 |
|
|
2025
Q2 | $47.5K | Sell |
1,661
-458
| -22% | -$12.3K | ﹤0.01% | 2280 |
|
|
2025
Q1 | $52.8K | Sell |
2,119
-250
| -11% | -$5.95K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $53.6K | Buy |
2,369
+11
| +0.5% | +$239 | ﹤0.01% | 2160 |
|
|
2024
Q3 | $50.2K | Sell |
2,358
-204
| -8% | -$4.01K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $48.9K | Hold |
2,562
| – | – | ﹤0.01% | 2093 |
|
|
2024
Q1 | $49.4K | Buy |
2,562
+116
| +5% | +$2.3K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $51K | Sell |
2,446
-30
| -1% | -$576 | ﹤0.01% | 2051 |
|
|
2023
Q3 | $53.3K | Sell |
2,476
-425
| -15% | -$10.3K | ﹤0.01% | 1948 |
|
|
2023
Q2 | $69.4K | Sell |
2,901
-4,578
| -61% | -$105K | ﹤0.01% | 1872 |
|
|
2023
Q1 | $159K | Buy |
7,479
+4,186
| +127% | +$80.1K | ﹤0.01% | 1525 |
|
|
2022
Q4 | $53.8K | Sell |
3,293
-1,348
| -29% | -$20K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $65K | Buy |
4,641
+610
| +15% | +$11.5K | ﹤0.01% | 1803 |
|
|
2022
Q2 | $101K | Sell |
4,031
-675
| -14% | -$20.2K | ﹤0.01% | 1641 |
|
|
2022
Q1 | $158K | Buy |
4,706
+730
| +18% | +$24K | ﹤0.01% | 1529 |
|
|
2021
Q4 | $129K | Buy |
3,976
+2,745
| +223% | +$90.4K | ﹤0.01% | 1609 |
|
|
2021
Q3 | $43K | Sell |
1,231
-90
| -7% | -$3.52K | ﹤0.01% | 1946 |
|
|
2021
Q2 | $55K | Buy |
1,321
+701
| +113% | +$28K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $23K | Buy |
620
+247
| +66% | +$9.34K | ﹤0.01% | 2003 |
|
|
2020
Q4 | $15K | Sell |
373
-398
| -52% | -$16.6K | ﹤0.01% | 2064 |
|
|
2020
Q3 | $33K | Buy |
771
+310
| +67% | +$13.4K | ﹤0.01% | 1631 |
|
|
2020
Q2 | $20K | Sell |
461
-70
| -13% | -$2.77K | ﹤0.01% | 1707 |
|
|
2020
Q1 | $17K | Buy |
531
+103
| +24% | +$3.83K | ﹤0.01% | 1744 |
|
|
2019
Q4 | $16K | Sell |
428
-1,133
| -73% | -$40.2K | ﹤0.01% | 1801 |
|
|
2019
Q3 | $52K | Buy |
1,561
+84
| +6% | +$2.98K | ﹤0.01% | 1407 |
|
|
2019
Q2 | $58K | Buy |
1,477
+18
| +1% | +$713 | ﹤0.01% | 1326 |
|
|
2019
Q1 | $59K | Sell |
1,459
-278
| -16% | -$10.4K | ﹤0.01% | 1279 |
|
|
2018
Q4 | $56K | Sell |
1,737
-232
| -12% | -$9.37K | ﹤0.01% | 1201 |
|
|
2018
Q3 | $101K | Sell |
1,969
-286
| -13% | -$14.3K | ﹤0.01% | 1040 |
|
|
2018
Q2 | $114K | Buy |
2,255
+781
| +53% | +$39.6K | ﹤0.01% | 954 |
|
|
2018
Q1 | $75K | Buy |
1,474
+516
| +54% | +$27.5K | ﹤0.01% | 1049 |
|
|
2017
Q4 | $50K | Buy |
958
+200
| +26% | +$9.94K | ﹤0.01% | 1153 |
|
|
2017
Q3 | $37K | Buy |
758
+647
| +583% | +$30.8K | ﹤0.01% | 1224 |
|
|
2017
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 1747 |
|
|
2017
Q1 | $5K | Sell |
111
-1,167
| -91% | -$48.2K | ﹤0.01% | 1708 |
|
|
2016
Q4 | $54K | Buy |
+1,278
| New | +$52.1K | ﹤0.01% | 1000 |
|
|
2016
Q3 | – | Sell |
-1,306
| Closed | -$57K | – | 656 |
|
|
2016
Q2 | $57K | Buy |
1,306
+255
| +24% | +$11K | ﹤0.01% | 875 |
|
|
2016
Q1 | $46K | Buy |
1,051
+887
| +541% | +$37.6K | ﹤0.01% | 921 |
|
|
2015
Q4 | $7K | Hold |
164
| – | – | ﹤0.01% | 1241 |
|
|
2015
Q3 | $6K | Hold |
164
| – | – | ﹤0.01% | 1201 |
|
|
2015
Q2 | $7K | Sell |
164
-140
| -46% | -$5.98K | ﹤0.01% | 1062 |
|
|
2015
Q1 | $13K | Buy |
304
+68
| +29% | +$2.63K | ﹤0.01% | 971 |
|
|
2014
Q4 | $9K | Hold |
236
| – | – | ﹤0.01% | 1098 |
|
|
2014
Q3 | $8K | Buy |
236
+24
| +11% | +$828 | ﹤0.01% | 949 |
|
|
2014
Q2 | $7K | Hold |
212
| – | – | ﹤0.01% | 950 |
|
|
2014
Q1 | $7K | Hold |
212
| – | – | ﹤0.01% | 930 |
|
|
2013
Q4 | $8K | Hold |
212
| – | – | ﹤0.01% | 959 |
|
|
2013
Q3 | $7K | Hold |
212
| – | – | ﹤0.01% | 951 |
|
|
2013
Q2 | $7K | Buy |
+212
| New | +$7.37K | ﹤0.01% | 902 |
|
Other funds holding FMS
FMI
BIP
TAM
TRSOTSOK
IHAM