Cape Investment Advisory’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 | $9.37K | Buy |
328
+90
| +38% | +$2.57K | ﹤0.01% | 646 |
|
|
2025
Q1 | $5.93K | Sell |
238
-75
| -24% | -$1.87K | ﹤0.01% | 711 |
|
|
2024
Q4 | $7.09K | Hold |
313
| – | – | ﹤0.01% | 658 |
|
|
2024
Q3 | $6.67K | Hold |
313
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $5.98K | Hold |
313
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $6.04K | Buy |
313
+224
| +252% | +$4.32K | ﹤0.01% | 623 |
|
|
2023
Q4 | $1.85K | Hold |
89
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $1.92K | Hold |
89
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $2.13K | Buy |
89
+26
| +41% | +$622 | ﹤0.01% | 766 |
|
|
2023
Q1 | $1.34K | Buy |
+63
| New | +$1.34K | ﹤0.01% | 856 |
|