Hartford Financial Management’s Fresenius Medical Care FMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.8K	Buy	1,985 +15	+0.8%	+$345	0.01%	197
2025 Q4	$46.9K	Buy	1,970 +26	+1%	+$647	0.01%	194
2025 Q3	$51.2K	Buy	1,944 +107	+6%	+$2.75K	0.01%	183
2025 Q2	$52.5K	Sell	1,837 -223	-11%	-$5.99K	0.01%	184
2025 Q1	$51.3K	Hold	2,060	–	–	0.01%	207
2024 Q4	$46.6K	Sell	2,060 -103	-5%	-$2.24K	0.01%	213
2024 Q3	$46.1K	Buy	2,163 +259	+14%	+$5.1K	0.01%	224
2024 Q2	$36.3K	Sell	1,904 -210	-10%	-$4.28K	0.01%	238
2024 Q1	$40.8K	Buy	2,114 +426	+25%	+$8.44K	0.01%	236
2023 Q4	$35.2K	Buy	1,688 +839	+99%	+$16.1K	0.01%	242
2023 Q3	$18.3K	Buy	+849	New	+$20.6K	﹤0.01%	266
2019 Q4	–	Sell	-40	Closed	-$1K	–	347
2019 Q3	$1K	Sell	40 -80	-67%	-$2.83K	﹤0.01%	349
2019 Q2	$5K	Hold	120	–	–	﹤0.01%	319
2019 Q1	$5K	Hold	120	–	–	﹤0.01%	330
2018 Q4	$4K	Hold	120	–	–	﹤0.01%	358
2018 Q3	$6K	Sell	120 -50	-29%	-$2.5K	﹤0.01%	351
2018 Q2	$9K	Hold	170	–	–	﹤0.01%	330
2018 Q1	$8K	Hold	170	–	–	﹤0.01%	276
2017 Q4	$8K	Hold	170	–	–	﹤0.01%	284
2017 Q3	$8K	Hold	170	–	–	﹤0.01%	311
2017 Q2	$8K	Hold	170	–	–	﹤0.01%	298
2017 Q1	$7K	Hold	170	–	–	﹤0.01%	284
2016 Q4	$7K	Hold	170	–	–	﹤0.01%	259
2016 Q3	$7K	Hold	170	–	–	﹤0.01%	256
2016 Q2	$7K	Hold	170	–	–	﹤0.01%	234
2016 Q1	$7K	Hold	170	–	–	﹤0.01%	227
2015 Q4	$7K	Hold	170	–	–	﹤0.01%	225
2015 Q3	$6K	Hold	170	–	–	﹤0.01%	214
2015 Q2	$7K	Buy	+170	New	+$7.26K	﹤0.01%	227
2015 Q1	–	Sell	-170	Closed	-$6K	–	149
2014 Q4	$6K	Hold	170	–	–	﹤0.01%	210
2014 Q3	$5K	Hold	170	–	–	﹤0.01%	246
2014 Q2	$5K	Buy	+170	New	+$5.67K	﹤0.01%	248