Geneos Wealth 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 | $9.86K | Sell |
345
-623
| -64% | -$17.8K | ﹤0.01% | 2335 |
|
|
2025
Q1 | $24.1K | Buy |
968
+768
| +384% | +$19.1K | ﹤0.01% | 2245 |
|
|
2024
Q4 | $4.53K | Sell |
200
-205
| -51% | -$4.64K | ﹤0.01% | 2373 |
|
|
2024
Q3 | $8.63K | Buy |
+405
| New | +$8.63K | ﹤0.01% | 1891 |
|
|
2018
Q3 | – | Sell |
-201
| Closed | -$10K | – | 2416 |
|
|
2018
Q2 | $10K | Buy |
+201
| New | +$10K | ﹤0.01% | 1716 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$2K | – | 2086 |
|
|
2016
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 1853 |
|
|
2016
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1773 |
|