EverSource Wealth 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
Q2 | $83K | Buy |
2,906
+1,704
| +142% | +$48.7K | ﹤0.01% | 1303 |
|
|
2025
Q1 | $29.9K | Buy |
1,202
+397
| +49% | +$9.89K | ﹤0.01% | 1478 |
|
|
2024
Q4 | $18.2K | Sell |
805
-44
| -5% | -$996 | ﹤0.01% | 1681 |
|
|
2024
Q3 | $18.1K | Buy |
849
+127
| +18% | +$2.71K | ﹤0.01% | 1544 |
|
|
2024
Q2 | $13.9K | Buy |
722
+141
| +24% | +$2.72K | ﹤0.01% | 1687 |
|
|
2024
Q1 | $12.2K | Buy |
581
+224
| +63% | +$4.71K | ﹤0.01% | 1588 |
|
|
2023
Q4 | $7.44K | Sell |
357
-90
| -20% | -$1.88K | ﹤0.01% | 1695 |
|
|
2023
Q3 | $9.63K | Buy |
447
+71
| +19% | +$1.53K | ﹤0.01% | 1435 |
|
|
2023
Q2 | $9K | Hold |
376
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q1 | $7.99K | Buy |
376
+91
| +32% | +$1.94K | ﹤0.01% | 1461 |
|
|
2022
Q4 | $4.66K | Sell |
285
-219
| -43% | -$3.58K | ﹤0.01% | 1636 |
|
|
2022
Q3 | $7K | Buy |
504
+63
| +14% | +$875 | ﹤0.01% | 1236 |
|
|
2022
Q2 | $11K | Sell |
441
-324
| -42% | -$8.08K | ﹤0.01% | 1007 |
|
|
2022
Q1 | $26K | Buy |
765
+105
| +16% | +$3.57K | 0.01% | 614 |
|
|
2021
Q4 | $21K | Buy |
+660
| New | +$21K | 0.01% | 660 |
|