Plante Moran Financial Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-203
| Closed | -$9.87K | – | 857 |
|
2024
Q4 | $9.87K | Hold |
203
| – | – | ﹤0.01% | 577 |
|
2024
Q3 | $13.4K | Buy |
203
+9
| +5% | +$593 | ﹤0.01% | 577 |
|
2024
Q2 | $11.2K | Buy |
+194
| New | +$11.2K | ﹤0.01% | 571 |
|
2023
Q3 | – | Sell |
-12
| Closed | -$1.25K | – | 805 |
|
2023
Q2 | $1.25K | Buy |
+12
| New | +$1.25K | ﹤0.01% | 719 |
|
2022
Q1 | – | Sell |
-39
| Closed | -$4K | – | 875 |
|
2021
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 849 |
|
2021
Q2 | – | Sell |
-130
| Closed | -$14K | – | 998 |
|
2021
Q1 | $14K | Sell |
130
-7
| -5% | -$754 | ﹤0.01% | 596 |
|
2020
Q4 | $16K | Buy |
137
+7
| +5% | +$818 | ﹤0.01% | 564 |
|
2020
Q3 | $14K | Buy |
+130
| New | +$14K | ﹤0.01% | 556 |
|
2018
Q2 | – | Sell |
-10
| Closed | -$1K | – | 869 |
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 897 |
|
2016
Q1 | – | Sell |
-138
| Closed | -$5K | – | 914 |
|
2015
Q4 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 719 |
|
2014
Q3 | – | Sell |
-62
| Closed | -$4K | – | 808 |
|
2014
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 692 |
|
2014
Q1 | $4K | Hold |
62
| – | – | ﹤0.01% | 494 |
|
2013
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 557 |
|
2013
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 491 |
|
2013
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 500 |
|