United Capital Financial 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 | $237K | Buy |
+8,308
| New | +$237K | ﹤0.01% | 984 |
|
|
2019
Q3 | – | Sell |
-10,790
| Closed | -$424K | – | 1362 |
|
|
2019
Q2 | $424K | Buy |
+10,790
| New | +$424K | ﹤0.01% | 1086 |
|
|
2018
Q4 | – | Sell |
-5,009
| Closed | -$258K | – | 1318 |
|
|
2018
Q3 | $258K | Buy |
5,009
+233
| +5% | +$12K | ﹤0.01% | 1164 |
|
|
2018
Q2 | $240K | Sell |
4,776
-112
| -2% | -$5.63K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $250K | Buy |
4,888
+76
| +2% | +$3.89K | ﹤0.01% | 1156 |
|
|
2017
Q4 | $253K | Buy |
+4,812
| New | +$253K | ﹤0.01% | 1170 |
|