Charles Schwab’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 | $1.19M | Buy |
41,618
+5,922
| +17% | +$169K | ﹤0.01% | 2845 |
|
|
2025
Q1 | $889K | Buy |
35,696
+4,622
| +15% | +$115K | ﹤0.01% | 2883 |
|
|
2024
Q4 | $704K | Buy |
31,074
+8,913
| +40% | +$202K | ﹤0.01% | 3037 |
|
|
2024
Q3 | $472K | Buy |
22,161
+2,233
| +11% | +$47.6K | ﹤0.01% | 3177 |
|
|
2024
Q2 | $380K | Buy |
19,928
+8,171
| +69% | +$156K | ﹤0.01% | 3299 |
|
|
2024
Q1 | $227K | Buy |
+11,757
| New | +$227K | ﹤0.01% | 3221 |
|
|
2023
Q4 | – | Sell |
-10,574
| Closed | -$228K | – | 3547 |
|
|
2023
Q3 | $228K | Buy |
10,574
+1,320
| +14% | +$28.4K | ﹤0.01% | 3263 |
|
|
2023
Q2 | $221K | Buy |
+9,254
| New | +$221K | ﹤0.01% | 3292 |
|
|
2022
Q2 | – | Sell |
-8,522
| Closed | -$287K | – | 3573 |
|
|
2022
Q1 | $287K | Buy |
8,522
+276
| +3% | +$9.3K | ﹤0.01% | 3223 |
|
|
2021
Q4 | $268K | Sell |
8,246
-626
| -7% | -$20.3K | ﹤0.01% | 3302 |
|
|
2021
Q3 | $310K | Sell |
8,872
-197
| -2% | -$6.88K | ﹤0.01% | 3260 |
|
|
2021
Q2 | $377K | Sell |
9,069
-1,151
| -11% | -$47.8K | ﹤0.01% | 3209 |
|
|
2021
Q1 | $377K | Buy |
+10,220
| New | +$377K | ﹤0.01% | 3171 |
|