Glass Jacobson Investment Advisors’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 | – | Sell |
-354
| Closed | -$8.02K | – | 658 |
|
|
2025
Q1 | $8.02K | Hold |
354
| – | – | ﹤0.01% | 619 |
|
|
2024
Q4 | $8.02K | Hold |
354
| – | – | ﹤0.01% | 619 |
|
|
2024
Q3 | $7.54K | Hold |
354
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $6.76K | Hold |
354
| – | – | ﹤0.01% | 597 |
|
|
2024
Q1 | $6.83K | Hold |
354
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $7.37K | Hold |
354
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $7.63K | Buy |
+354
| New | +$7.63K | ﹤0.01% | 520 |
|