Atlas Capital Advisors’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
22,604
+355
| +2% | +$10.1K | 0.08% | 210 |
|
|
2025
Q1 | $554K | Buy |
22,249
+3,561
| +19% | +$88.7K | 0.07% | 237 |
|
|
2024
Q4 | $423K | Buy |
18,688
+2,412
| +15% | +$54.6K | 0.05% | 277 |
|
|
2024
Q3 | $347K | Buy |
+16,276
| New | +$347K | 0.05% | 288 |
|
|
2024
Q1 | – | Sell |
-2,617
| Closed | -$54.5K | – | 920 |
|
|
2023
Q4 | $54.5K | Buy |
+2,617
| New | +$54.5K | 0.01% | 574 |
|
|
2023
Q3 | – | Sell |
-2,957
| Closed | -$70.8K | – | 891 |
|
|
2023
Q2 | $70.8K | Buy |
+2,957
| New | +$70.8K | 0.01% | 528 |
|
|
2022
Q3 | – | Sell |
-1,598
| Closed | -$39.9K | – | 942 |
|
|
2022
Q2 | $39.9K | Sell |
1,598
-7,005
| -81% | -$175K | 0.01% | 595 |
|
|
2022
Q1 | $290K | Sell |
8,603
-663
| -7% | -$22.3K | 0.05% | 294 |
|
|
2021
Q4 | $301K | Buy |
9,266
+1,973
| +27% | +$64K | 0.04% | 298 |
|
|
2021
Q3 | $255K | Buy |
7,293
+47
| +0.6% | +$1.64K | 0.04% | 312 |
|
|
2021
Q2 | $301K | Buy |
7,246
+560
| +8% | +$23.3K | 0.05% | 293 |
|
|
2021
Q1 | $247K | Sell |
6,686
-3,458
| -34% | -$128K | 0.05% | 305 |
|
|
2020
Q4 | $422K | Sell |
10,144
-1,224
| -11% | -$50.9K | 0.09% | 203 |
|
|
2020
Q3 | $483K | Buy |
11,368
+4,270
| +60% | +$181K | 0.11% | 186 |
|
|
2020
Q2 | $307K | Buy |
7,098
+167
| +2% | +$7.23K | 0.07% | 244 |
|
|
2020
Q1 | $227K | Sell |
6,931
-6,560
| -49% | -$215K | 0.07% | 250 |
|
|
2019
Q4 | $497K | Buy |
13,491
+7,752
| +135% | +$286K | 0.12% | 197 |
|
|
2019
Q3 | $193K | Sell |
5,739
-2,180
| -28% | -$73.2K | 0.06% | 324 |
|
|
2019
Q2 | $311K | Sell |
7,919
-191
| -2% | -$7.5K | 0.1% | 232 |
|
|
2019
Q1 | $329K | Hold |
8,110
| – | – | 0.12% | 201 |
|
|
2018
Q4 | $263K | Buy |
8,110
+185
| +2% | +$5.99K | 0.11% | 226 |
|
|
2018
Q3 | $415K | Sell |
7,925
-3,831
| -33% | -$201K | 0.14% | 198 |
|
|
2018
Q2 | $588K | Sell |
11,756
-2,265
| -16% | -$113K | 0.21% | 137 |
|
|
2018
Q1 | $716K | Buy |
+14,021
| New | +$716K | 0.22% | 144 |
|