WealthPLAN Partners’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 |
-19,320
| Closed | -$939K | – | 249 |
|
2024
Q4 | $939K | Sell |
19,320
-8,002
| -29% | -$389K | 0.13% | 128 |
|
2024
Q3 | $1.8M | Sell |
27,322
-3,582
| -12% | -$236K | 0.24% | 100 |
|
2024
Q2 | $1.78M | Buy |
30,904
+5,657
| +22% | +$326K | 0.19% | 114 |
|
2024
Q1 | $1.61M | Buy |
25,247
+13,330
| +112% | +$849K | 0.17% | 130 |
|
2023
Q4 | $751K | Buy |
11,917
+285
| +2% | +$18K | 0.08% | 174 |
|
2023
Q3 | $779K | Buy |
11,632
+7,641
| +191% | +$512K | 0.09% | 160 |
|
2023
Q2 | $416K | Sell |
3,991
-5,759
| -59% | -$601K | 0.06% | 209 |
|
2023
Q1 | $1.19M | Sell |
9,750
-6,758
| -41% | -$825K | 0.14% | 134 |
|
2022
Q4 | $2.12M | Buy |
+16,508
| New | +$2.12M | 0.15% | 116 |
|