Cape Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Cape Investment Advisory’s Portfolio FMS Stock Details FMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.37K	Buy
2025 Q1	$5.93K	Sell
2024 Q4	$7.09K	Hold
2024 Q3	$6.67K	Hold
2024 Q2	$5.97K	Hold
2024 Q1	$6.04K	Buy
2023 Q4	$1.85K	Hold
2023 Q3	$1.92K	Hold
2023 Q2	$2.13K	Buy
2023 Q1	$1.34K	Buy