Farther Finance 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 | $22K | Buy |
768
+3
| +0.4% | +$86 | ﹤0.01% | 2616 |
|
|
2025
Q1 | $18.9K | Sell |
765
-9
| -1% | -$223 | ﹤0.01% | 2411 |
|
|
2024
Q4 | $17.5K | Buy |
774
+294
| +61% | +$6.66K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $10.2K | Buy |
480
+224
| +88% | +$4.77K | ﹤0.01% | 2354 |
|
|
2024
Q2 | $4.91K | Buy |
256
+5
| +2% | +$96 | ﹤0.01% | 2408 |
|
|
2024
Q1 | $4.79K | Sell |
251
-36
| -13% | -$687 | ﹤0.01% | 2085 |
|
|
2023
Q4 | $5.98K | Buy |
287
+117
| +69% | +$2.44K | ﹤0.01% | 1871 |
|
|
2023
Q3 | $3.66K | Buy |
170
+166
| +4,150% | +$3.58K | ﹤0.01% | 1628 |
|
|
2023
Q2 | $96 | Hold |
4
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q1 | $85 | Hold |
4
| – | – | ﹤0.01% | 2292 |
|
|
2022
Q4 | $65 | Buy |
+4
| New | +$65 | ﹤0.01% | 2149 |
|