Allworth Financial’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.7K | Sell |
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|
2025
Q2 | $42.8K | Buy |
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|
2025
Q1 | $34.6K | Sell |
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|
2024
Q4 | $40.2K | Buy |
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|
2024
Q3 | $35.7K | Buy |
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|
2024
Q2 | $21.5K | Buy |
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|
2024
Q1 | $21K | Buy |
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|
2023
Q4 | $4.33K | Sell |
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|
2023
Q3 | $5.19K | Buy |
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|
2023
Q2 | $5.46K | Hold |
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|
2023
Q1 | $4.85K | Buy |
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|
2022
Q4 | $3.3K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Buy |
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