Corient Private Wealth’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $455K | Sell |
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|
2025
Q3 | $771K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.82M | Buy |
|
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1M | Sell |
|
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $669K | Sell |
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|
2023
Q1 | $637K | Buy |
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