Cornerstone Planning Group’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	$2K	Buy	82 +12	+17%	+$293	﹤0.01%	951
2025 Q1	$1.66K	Sell	70 -18	-20%	-$426	﹤0.01%	1030
2024 Q4	$2.17K	Buy	88 +55	+167%	+$1.35K	﹤0.01%	777
2024 Q3	$673	Buy	+33	New	+$673	﹤0.01%	1029