FFM
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Forum Financial Management’s Fresenius Medical Care FMS Stock Holding History

Forum Financial Management’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,510
Closed -$322K – 582
2025
Q4 		$322K Hold
13,510
– – ﹤0.01% 712
2025
Q3 		$356K Buy
13,510
+4,564
+51% +$117K ﹤0.01% 640
2025
Q2 		$256K Sell
8,946
-1,945
-18% -$52.2K ﹤0.01% 762
2025
Q1 		$271K Hold
10,891
– – ﹤0.01% 645
2024
Q4 		$247K Buy
+10,891
New +$236K ﹤0.01% 734
2022
Q3 		– Sell
-9,081
Closed -$226K – 567
2022
Q2 		$226K Hold
9,081
– – 0.01% 462
2022
Q1 		$305K Hold
9,081
– – 0.01% 387
2021
Q4 		$295K Buy
+9,081
New +$299K 0.02% 431

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