EverSource 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
2026 Q1	$93.3K	Buy	4,135 +1,383	+50%	+$31.8K	﹤0.01%	1473
2025 Q4	$65.6K	Sell	2,752 -220	-7%	-$5.47K	﹤0.01%	1562
2025 Q3	$78.3K	Buy	2,972 +66	+2%	+$1.7K	﹤0.01%	1407
2025 Q2	$83K	Buy	2,906 +1,704	+142%	+$45.7K	﹤0.01%	1308
2025 Q1	$29.9K	Buy	1,202 +397	+49%	+$9.45K	﹤0.01%	1480
2024 Q4	$18.2K	Sell	805 -44	-5%	-$955	﹤0.01%	1681
2024 Q3	$18.1K	Buy	849 +127	+18%	+$2.5K	﹤0.01%	1544
2024 Q2	$13.9K	Buy	722 +141	+24%	+$2.88K	﹤0.01%	1687
2024 Q1	$12.2K	Buy	581 +224	+63%	+$4.44K	﹤0.01%	1588
2023 Q4	$7.44K	Sell	357 -90	-20%	-$1.73K	﹤0.01%	1695
2023 Q3	$9.63K	Buy	447 +71	+19%	+$1.72K	﹤0.01%	1435
2023 Q2	$9K	Hold	376	–	–	﹤0.01%	1485
2023 Q1	$7.99K	Buy	376 +91	+32%	+$1.74K	﹤0.01%	1462
2022 Q4	$4.66K	Sell	285 -219	-43%	-$3.25K	﹤0.01%	1636
2022 Q3	$7K	Buy	504 +63	+14%	+$1.19K	﹤0.01%	1236
2022 Q2	$11K	Sell	441 -324	-42%	-$9.68K	﹤0.01%	1007
2022 Q1	$26K	Buy	765 +105	+16%	+$3.45K	0.01%	614
2021 Q4	$21K	Buy	+660	New	+$21.7K	0.01%	660