Cerity 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
Q2 | $1.17M | Buy |
41,126
+1,223
| +3% | +$34.9K | ﹤0.01% | 1446 |
|
|
2025
Q1 | $994K | Buy |
39,903
+7,299
| +22% | +$182K | ﹤0.01% | 1424 |
|
|
2024
Q4 | $725K | Buy |
32,604
+5,853
| +22% | +$130K | ﹤0.01% | 1568 |
|
|
2024
Q3 | $570K | Sell |
26,751
-2,925
| -10% | -$62.3K | ﹤0.01% | 1709 |
|
|
2024
Q2 | $567K | Sell |
29,676
-4,302
| -13% | -$82.1K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $655K | Buy |
33,978
+7,192
| +27% | +$139K | ﹤0.01% | 1472 |
|
|
2023
Q4 | $558K | Buy |
26,786
+1,545
| +6% | +$32.2K | ﹤0.01% | 1221 |
|
|
2023
Q3 | $544K | Sell |
25,241
-2,184
| -8% | -$47K | ﹤0.01% | 949 |
|
|
2023
Q2 | $656K | Buy |
27,425
+1,748
| +7% | +$41.8K | ﹤0.01% | 1074 |
|
|
2023
Q1 | $2.47M | Sell |
25,677
-291
| -1% | -$28K | 0.01% | 655 |
|
|
2022
Q4 | $424K | Buy |
25,968
+12,625
| +95% | +$206K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $187K | Buy |
+13,343
| New | +$187K | ﹤0.01% | 1063 |
|
|
2018
Q1 | – | Sell |
-5,389
| Closed | -$283K | – | 548 |
|
|
2017
Q4 | $283K | Buy |
5,389
+72
| +1% | +$3.78K | 0.02% | 460 |
|
|
2017
Q3 | $260K | Buy |
5,317
+749
| +16% | +$36.6K | 0.02% | 475 |
|
|
2017
Q2 | $221K | Buy |
+4,568
| New | +$221K | 0.02% | 326 |
|