Bell Investment Advisors’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
2026 Q1	–	Sell	-44	Closed	-$1.05K	–	1891
2025 Q4	$1.05K	Hold	44	–	–	﹤0.01%	1531
2025 Q3	$1.16K	Buy	44 +14	+47%	+$360	﹤0.01%	1522
2025 Q2	$858	Hold	30	–	–	﹤0.01%	1636
2025 Q1	$747	Hold	30	–	–	﹤0.01%	1647
2024 Q4	$680	Hold	30	–	–	﹤0.01%	1690
2024 Q3	$639	Hold	30	–	–	﹤0.01%	1717
2024 Q2	$573	Hold	30	–	–	﹤0.01%	1760
2024 Q1	$579	Hold	30	–	–	﹤0.01%	1771
2023 Q4	$625	Buy	30 +4	+15%	+$77	﹤0.01%	1744
2023 Q3	$561	Hold	26	–	–	﹤0.01%	1746
2023 Q2	$623	Hold	26	–	–	﹤0.01%	1737
2023 Q1	$553	Buy	+26	New	+$498	﹤0.01%	1775
2022 Q4	–	Sell	-29	Closed	–	–	1970
2022 Q3	$0	Buy	+29	New	+$548	﹤0.01%	1804
2021 Q4	–	Sell	-12	Closed	–	–	1839
2021 Q3	$0	Buy	+12	New	+$469	﹤0.01%	1756