Bruce G. Allen Investments’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 | $45.2K | Buy |
1,583
+32
| +2% | +$914 | 0.03% | 268 |
|
2025
Q1 | $38.6K | Sell |
1,551
-16
| -1% | -$398 | 0.03% | 294 |
|
2024
Q4 | $35.5K | Buy |
1,567
+125
| +9% | +$2.83K | 0.03% | 307 |
|
2024
Q3 | $30.7K | Hold |
1,442
| – | – | 0.02% | 333 |
|
2024
Q2 | $27.5K | Sell |
1,442
-12
| -0.8% | -$229 | 0.02% | 337 |
|
2024
Q1 | $28K | Sell |
1,454
-14
| -1% | -$270 | 0.02% | 338 |
|
2023
Q4 | $30.6K | Buy |
+1,468
| New | +$30.6K | 0.03% | 315 |
|