Colonial Trust Advisors’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 |
-742
| Closed | -$16.8K | – | 696 |
|
|
2024
Q4 | $16.8K | Hold |
742
| – | – | ﹤0.01% | 426 |
|
|
2024
Q3 | $15.8K | Hold |
742
| – | – | ﹤0.01% | 475 |
|
|
2024
Q2 | $14.2K | Hold |
742
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $14.3K | Hold |
742
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $15.5K | Hold |
742
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $16K | Hold |
742
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $17.8K | Hold |
742
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $15.8K | Hold |
742
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $12.1K | Buy |
+742
| New | +$12.1K | ﹤0.01% | 483 |
|