Corient Private Wealth’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 |
-88,381
| Closed | -$2M | – | 2333 |
|
|
2024
Q4 | $2M | Buy |
88,381
+2,918
| +3% | +$66.1K | ﹤0.01% | 998 |
|
|
2024
Q3 | $1.82M | Buy |
85,463
+10,349
| +14% | +$220K | ﹤0.01% | 1119 |
|
|
2024
Q2 | $1.43M | Buy |
75,114
+23,152
| +45% | +$442K | ﹤0.01% | 1177 |
|
|
2024
Q1 | $1M | Sell |
51,962
-14,172
| -21% | -$273K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $1.38M | Buy |
66,134
+41,139
| +165% | +$857K | ﹤0.01% | 1162 |
|
|
2023
Q3 | $538K | Sell |
24,995
-2,956
| -11% | -$63.7K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $669K | Sell |
27,951
-2,000
| -7% | -$47.9K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $637K | Buy |
+29,951
| New | +$637K | ﹤0.01% | 1272 |
|