CIBC Private Wealth Group’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.93K | Sell |
277
-897
| -76% | -$25.7K | ﹤0.01% | 2332 |
|
|
2025
Q1 | $26.5K | Buy |
1,174
+276
| +31% | +$6.23K | ﹤0.01% | 1896 |
|
|
2024
Q4 | $20.1K | Sell |
898
-114
| -11% | -$2.55K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $21.6K | Sell |
1,012
-1,306
| -56% | -$27.8K | ﹤0.01% | 2120 |
|
|
2024
Q2 | $45K | Sell |
2,318
-2,558
| -52% | -$49.6K | ﹤0.01% | 1716 |
|
|
2024
Q1 | $93.1K | Sell |
4,876
-7,260
| -60% | -$139K | ﹤0.01% | 1424 |
|
|
2023
Q4 | $253K | Sell |
12,136
-5,593
| -32% | -$117K | ﹤0.01% | 990 |
|
|
2023
Q3 | $382K | Sell |
17,729
-1,015
| -5% | -$21.9K | ﹤0.01% | 819 |
|
|
2023
Q2 | $449K | Buy |
18,744
+4,503
| +32% | +$108K | ﹤0.01% | 715 |
|
|
2023
Q1 | $303K | Buy |
14,241
+898
| +7% | +$19.1K | ﹤0.01% | 779 |
|
|
2022
Q4 | $218 | Hold |
13,343
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $187K | Hold |
13,343
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $333K | Buy |
13,343
+50
| +0.4% | +$1.25K | ﹤0.01% | 779 |
|
|
2022
Q1 | $448K | Sell |
13,293
-241
| -2% | -$8.12K | ﹤0.01% | 774 |
|
|
2021
Q4 | $439K | Buy |
+13,534
| New | +$439K | ﹤0.01% | 797 |
|
|
2021
Q3 | – | Sell |
-13,784
| Closed | -$573K | – | 961 |
|
|
2021
Q2 | $573K | Buy |
13,784
+1,888
| +16% | +$78.5K | ﹤0.01% | 777 |
|
|
2021
Q1 | $438K | Buy |
+11,896
| New | +$438K | ﹤0.01% | 829 |
|
|
2018
Q3 | – | Sell |
-99
| Closed | -$5K | – | 1219 |
|
|
2018
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 1713 |
|
|
2018
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 1656 |
|