Creative Planning Fresenius Medical Care Ag & Co. K Ga A Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Fresenius Medical Care Ag & Co. K Ga A stock. As of the latest transaction made, Creative Planning holds 38,010 shares of FMS stock, worth $843,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares

38,010

Previous 40,140 5.31%

Holding current value

$843,061

Previous $766,000 5.61%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$18.12 - $21.31 $38,595 - $45,390	-2,130 Reduced 5.31%	38,010 $809,000
Q2 2024 Aug 15, 2024	BUY	$18.39 - $22.41 $117,199 - $142,818	6,373 Added 18.87%	40,140 $766,000
Q1 2024 May 10, 2024	BUY	$18.67 - $21.25 $73,167 - $83,278	3,919 Added 13.13%	33,767 $651,000
Q4 2023 Feb 14, 2024	BUY	$16.4 - $21.33 $41,688 - $54,220	2,542 Added 9.31%	29,848 $621,000
Q3 2023 Nov 16, 2023	SELL	$21.31 - $27.56 $58,240 - $75,321	-2,733 Reduced 9.1%	27,306 $588,000
Q2 2023 Jul 21, 2023	BUY	$21.43 - $24.54 $140,173 - $160,516	6,541 Added 27.84%	30,039 $718,000
Q1 2023 May 15, 2023	BUY	$16.09 - $21.26 $107,497 - $142,038	6,681 Added 39.73%	23,498 $499,000
Q4 2022 Feb 10, 2023	BUY	$12.81 - $16.38 $215,425 - $275,462	16,817 New	16,817 $274,000
Q1 2021 Apr 30, 2021	SELL	$33.93 - $43.32 $240,665 - $307,268	-7,093 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$38.1 - $43.54 $4,381 - $5,007	-115 Reduced 1.6%	7,093 $295,000
Q3 2020 Nov 05, 2020	SELL	$41.37 - $46.55 $16,382 - $18,433	-396 Reduced 5.21%	7,208 $306,000
Q2 2020 Jul 23, 2020	BUY	$32.27 - $43.97 $10,197 - $13,894	316 Added 4.34%	7,604 $329,000
Q1 2020 May 05, 2020	BUY	$29.21 - $42.02 $21,556 - $31,010	738 Added 11.27%	7,288 $239,000
Q4 2019 Jan 30, 2020	BUY	$31.8 - $37.9 $2,130 - $2,539	67 Added 1.03%	6,550 $241,000
Q3 2019 Nov 01, 2019	BUY	$32.52 - $39.94 $1,008 - $1,238	31 Added 0.48%	6,483 $218,000
Q2 2019 Jul 26, 2019	SELL	$36.41 - $42.75 $9,903 - $11,628	-272 Reduced 4.05%	6,452 $253,000
Q1 2019 Apr 24, 2019	SELL	$31.1 - $40.67 $13,466 - $17,610	-433 Reduced 6.05%	6,724 $273,000
Q4 2018 Feb 01, 2019	SELL	$31.3 - $52.82 $46,574 - $78,596	-1,488 Reduced 17.21%	7,157 $232,000
Q3 2018 Oct 25, 2018	BUY	$47.56 - $53.37 $4,470 - $5,016	94 Added 1.1%	8,645 $445,000
Q2 2018 Jul 20, 2018	SELL	$49.17 - $52.78 $786 - $844	-16 Reduced 0.19%	8,551 $431,000
Q1 2018 Apr 18, 2018	SELL	$49.78 - $57.51 $32,755 - $37,841	-658 Reduced 7.13%	8,567 $438,000
Q4 2017 Jan 17, 2018	BUY	$47.74 - $52.72 $27,689 - $30,577	580 Added 6.71%	9,225 $485,000
Q3 2017 Oct 17, 2017	BUY	$44.95 - $49.48 $388,592 - $427,754	8,645	8,645 $423,000

Others Institutions Holding FMS

# of Institutions

175

Shares Held

33.4M

Call Options Held

72.5K

Put Options Held

56.5K

View Full List

About Fresenius Medical Care AG & Co. KGaA

Ticker FMS
Exchange OTC
Sector Healthcare
Industry Medical Care Facilities
Shares Outstandng 586,827,008
Market Cap $13B
Description
Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America, and internationally. It offers dialysis treatment and related laboratory and diagnostic services through a network of outpatient dialysis clinics; materials, training, and patient support services comprising clinical moni...

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Creative Planning Fresenius Medical Care Ag & Co. K Ga A Transaction History