Altium Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$309K Sell
12,404
-6,199
-33% -$154K 0.02% 296
2022
Q1
$627K Buy
18,603
+11,120
+149% +$375K 0.04% 227
2021
Q4
$243K Buy
7,483
+164
+2% +$5.33K 0.02% 344
2021
Q3
$256K Buy
7,319
+1,033
+16% +$36.1K 0.02% 328
2021
Q2
$261K Buy
+6,286
New +$261K 0.02% 335