Castleview Partners’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
Q1 | – | Sell |
-12,828
| Closed | -$284K | – | 307 |
|
|
2024
Q4 | $284K | Sell |
12,828
-4,458
| -26% | -$98.7K | 0.15% | 152 |
|
|
2024
Q3 | $368K | Buy |
17,286
+4,571
| +36% | +$97.4K | 0.21% | 115 |
|
|
2024
Q2 | $243K | Buy |
12,715
+5,357
| +73% | +$102K | 0.14% | 146 |
|
|
2024
Q1 | $142K | Buy |
7,358
+5,877
| +397% | +$113K | 0.08% | 216 |
|
|
2023
Q4 | $30.8K | Buy |
+1,481
| New | +$30.8K | 0.02% | 378 |
|