WealthPlan Investment Management’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 |
-37,946
| Closed | -$1.84M | – | 274 |
|
|
2024
Q4 | $1.84M | Buy |
37,946
+3,504
| +10% | +$170K | 0.18% | 104 |
|
|
2024
Q3 | $2.27M | Buy |
34,442
+10,434
| +43% | +$688K | 0.23% | 95 |
|
|
2024
Q2 | $1.38M | Buy |
24,008
+2,889
| +14% | +$166K | 0.21% | 87 |
|
|
2024
Q1 | $1.35M | Buy |
21,119
+10,523
| +99% | +$670K | 0.21% | 84 |
|
|
2023
Q4 | $668K | Buy |
10,596
+2,607
| +33% | +$164K | 0.11% | 112 |
|
|
2023
Q3 | $535K | Buy |
7,989
+4,129
| +107% | +$277K | 0.09% | 111 |
|
|
2023
Q2 | $403K | Sell |
3,860
-3,105
| -45% | -$324K | 0.12% | 101 |
|
|
2023
Q1 | $851K | Sell |
6,965
-9,543
| -58% | -$1.17M | 0.15% | 94 |
|
|
2022
Q4 | $2.13M | Sell |
16,508
-948
| -5% | -$122K | 0.15% | 117 |
|
|
2022
Q3 | $2.23M | Buy |
+17,456
| New | +$2.23M | 0.16% | 106 |
|