CA
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Centerpoint Advisors’s Fresenius Medical Care FMS Stock Holding History

Centerpoint Advisors’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Hold
944
– – 0.01% 229
2025
Q4 		$22K Hold
944
– – 0.01% 226
2025
Q3 		$25K Hold
944
– – 0.01% 214
2025
Q2 		$27K Hold
944
– – 0.01% 201
2025
Q1 		$24K Hold
944
– – 0.01% 220
2024
Q4 		$21K Buy
944
+472
+100% +$10.2K 0.01% 258
2024
Q3 		$10K Hold
472
– – ﹤0.01% 354
2024
Q2 		$9K Hold
472
– – ﹤0.01% 352
2024
Q1 		$9K Hold
472
– – ﹤0.01% 327
2023
Q4 		$10K Hold
472
– – ﹤0.01% 327
2023
Q3 		$10K Hold
472
– – ﹤0.01% 336
2023
Q2 		$11K Buy
+472
New +$10.8K ﹤0.01% 333

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