Forum Financial Management’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
$256K Sell
8,946
-1,945
-18% -$55.6K ﹤0.01% 761
2025
Q1
$271K Hold
10,891
﹤0.01% 644
2024
Q4
$247K Buy
+10,891
New +$247K ﹤0.01% 733
2022
Q3
Sell
-9,081
Closed -$226K 566
2022
Q2
$226K Hold
9,081
0.01% 461
2022
Q1
$305K Hold
9,081
0.01% 387
2021
Q4
$295K Buy
+9,081
New +$295K 0.02% 430