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
2025 Q3	$356K	Buy
2025 Q2	$256K	Sell
2025 Q1	$271K	Hold
2024 Q4	$247K	Buy
2022 Q3	–	Sell
2022 Q2	$226K	Hold
2022 Q1	$305K	Hold
2021 Q4	$295K	Buy