Atwood & Palmer’s Fresenius Medical Care FMS Stock Holding History

Atwood & Palmer’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.86K	Hold	100	–	–	﹤0.01%	455
2025 Q1	$2.49K	Hold	100	–	–	﹤0.01%	389
2024 Q4	$2.26K	Hold	100	–	–	﹤0.01%	415
2024 Q3	$2.13K	Hold	100	–	–	﹤0.01%	408
2024 Q2	$1.91K	Hold	100	–	–	﹤0.01%	401
2024 Q1	$1.93K	Hold	100	–	–	﹤0.01%	370
2023 Q4	$2.08K	Hold	100	–	–	﹤0.01%	365
2023 Q3	$2.15K	Hold	100	–	–	﹤0.01%	365
2023 Q2	$2.39K	Hold	100	–	–	﹤0.01%	364
2023 Q1	$2.13K	Hold	100	–	–	﹤0.01%	344
2022 Q4	$1.63K	Sell	100 -1,044	-91%	-$17.1K	﹤0.01%	369
2022 Q3	$16K	Hold	1,144	–	–	﹤0.01%	281
2022 Q2	$29K	Hold	1,144	–	–	﹤0.01%	254
2022 Q1	$39K	Hold	1,144	–	–	﹤0.01%	250
2021 Q4	$37K	Hold	1,144	–	–	﹤0.01%	261
2021 Q3	$40K	Hold	1,144	–	–	﹤0.01%	237
2021 Q2	$48K	Hold	1,144	–	–	﹤0.01%	226
2021 Q1	$42K	Hold	1,144	–	–	﹤0.01%	229
2020 Q4	$48K	Hold	1,144	–	–	0.01%	212
2020 Q3	$49K	Hold	1,144	–	–	0.01%	196
2020 Q2	$50K	Sell	1,144 -100	-8%	-$4.37K	0.01%	186
2020 Q1	$41K	Hold	1,244	–	–	0.01%	194
2019 Q4	$46K	Sell	1,244 -550	-31%	-$20.3K	0.01%	188
2019 Q3	$60K	Hold	1,794	–	–	0.01%	183
2019 Q2	$70K	Hold	1,794	–	–	0.01%	166
2019 Q1	$73K	Hold	1,794	–	–	0.01%	164
2018 Q4	$58K	Hold	1,794	–	–	0.01%	168
2018 Q3	$92K	Sell	1,794 -210	-10%	-$10.8K	0.01%	160
2018 Q2	$101K	Sell	2,004 -200	-9%	-$10.1K	0.01%	153
2018 Q1	$113K	Buy	2,204 +1,160	+111%	+$59.5K	0.02%	147
2017 Q4	$55K	Buy	+1,044	New	+$55K	0.01%	179
2017 Q1	–	Sell	-70	Closed	-$3K	–	312
2016 Q4	$3K	Sell	70 -470	-87%	-$20.1K	﹤0.01%	304
2016 Q3	$24K	Hold	540	–	–	﹤0.01%	215
2016 Q2	$24K	Hold	540	–	–	﹤0.01%	215
2016 Q1	$24K	Hold	540	–	–	﹤0.01%	220
2015 Q4	$23K	Sell	540 -460	-46%	-$19.6K	﹤0.01%	261
2015 Q3	$39K	Hold	1,000	–	–	0.01%	208
2015 Q2	$42K	Buy	1,000 +70	+8%	+$2.94K	0.01%	195
2015 Q1	$39K	Hold	930	–	–	0.01%	198
2014 Q4	$35K	Hold	930	–	–	0.01%	216
2014 Q3	$32K	Sell	930 -570	-38%	-$19.6K	0.01%	224
2014 Q2	$50K	Buy	+1,500	New	+$50K	0.01%	187