Stifel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,695
| Closed | -$417K | – | 3320 |
|
|
2022
Q2 | $417K | Buy |
16,695
+3,076
| +23% | +$76.8K | ﹤0.01% | 2573 |
|
|
2022
Q1 | $459K | Sell |
13,619
-381
| -3% | -$12.8K | ﹤0.01% | 2623 |
|
|
2021
Q4 | $455K | Buy |
14,000
+1,722
| +14% | +$56K | ﹤0.01% | 2640 |
|
|
2021
Q3 | $430K | Buy |
12,278
+1,563
| +15% | +$54.7K | ﹤0.01% | 2661 |
|
|
2021
Q2 | $446K | Sell |
10,715
-865
| -7% | -$36K | ﹤0.01% | 2649 |
|
|
2021
Q1 | $427K | Buy |
11,580
+1,992
| +21% | +$73.5K | ﹤0.01% | 2578 |
|
|
2020
Q4 | $399K | Buy |
9,588
+464
| +5% | +$19.3K | ﹤0.01% | 2449 |
|
|
2020
Q3 | $388K | Buy |
9,124
+880
| +11% | +$37.4K | ﹤0.01% | 2239 |
|
|
2020
Q2 | $356K | Sell |
8,244
-8,535
| -51% | -$369K | ﹤0.01% | 2244 |
|
|
2020
Q1 | $551K | Sell |
16,779
-4,699
| -22% | -$154K | ﹤0.01% | 1800 |
|
|
2019
Q4 | $800K | Sell |
21,478
-1,229
| -5% | -$45.8K | ﹤0.01% | 1979 |
|
|
2019
Q3 | $773K | Buy |
22,707
+1,968
| +9% | +$67K | ﹤0.01% | 1917 |
|
|
2019
Q2 | $813K | Buy |
20,739
+486
| +2% | +$19.1K | ﹤0.01% | 1928 |
|
|
2019
Q1 | $816K | Buy |
20,253
+74
| +0.4% | +$2.98K | ﹤0.01% | 1779 |
|
|
2018
Q4 | $659K | Buy |
20,179
+6,720
| +50% | +$219K | ﹤0.01% | 1795 |
|
|
2018
Q3 | $684K | Buy |
13,459
+51
| +0.4% | +$2.59K | ﹤0.01% | 1922 |
|
|
2018
Q2 | $668K | Sell |
13,408
-450
| -3% | -$22.4K | ﹤0.01% | 1869 |
|
|
2018
Q1 | $705K | Buy |
13,858
+458
| +3% | +$23.3K | ﹤0.01% | 1773 |
|
|
2017
Q4 | $706K | Buy |
13,400
+7,070
| +112% | +$372K | ﹤0.01% | 1722 |
|
|
2017
Q3 | $310K | Buy |
6,330
+1,619
| +34% | +$79.3K | ﹤0.01% | 2135 |
|
|
2017
Q2 | $225K | Buy |
+4,711
| New | +$225K | ﹤0.01% | 2288 |
|
|
2017
Q1 | – | Sell |
-4,979
| Closed | -$208K | – | 2560 |
|
|
2016
Q4 | $208K | Sell |
4,979
-6,091
| -55% | -$254K | ﹤0.01% | 2233 |
|
|
2016
Q3 | $486K | Sell |
11,070
-1,274
| -10% | -$55.9K | ﹤0.01% | 1742 |
|
|
2016
Q2 | $539K | Buy |
12,344
+4,456
| +56% | +$195K | ﹤0.01% | 1717 |
|
|
2016
Q1 | $347K | Buy |
+7,888
| New | +$347K | ﹤0.01% | 1755 |
|
|
2015
Q4 | – | Sell |
-15,726
| Closed | -$613K | – | 2356 |
|
|
2015
Q3 | $613K | Sell |
15,726
-1,046
| -6% | -$40.8K | ﹤0.01% | 1446 |
|
|
2015
Q2 | $683K | Buy |
+16,772
| New | +$683K | ﹤0.01% | 1523 |
|