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 |
|