EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $180K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $532K | Hold |
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|
2021
Q1 | $472K | Hold |
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|
2020
Q4 | $532K | Hold |
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|
2020
Q3 | $544K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $420K | Buy |
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