LWAM
Legacy Wealth Asset Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,285
| Closed | -$731K | – | 350 |
|
|
2024
Q4 | $731K | Sell |
32,285
-612
| -2% | -$13.9K | 0.2% | 148 |
|
|
2024
Q3 | $701K | Sell |
32,897
-5,151
| -14% | -$110K | 0.19% | 170 |
|
|
2024
Q2 | $726K | Buy |
38,048
+7,739
| +26% | +$148K | 0.2% | 134 |
|
|
2024
Q1 | $584K | Buy |
+30,309
| New | +$584K | 0.16% | 201 |
|
|
2023
Q3 | – | Sell |
-27,132
| Closed | -$649K | – | 337 |
|
|
2023
Q2 | $649K | Sell |
27,132
-62
| -0.2% | -$1.48K | 0.23% | 145 |
|
|
2023
Q1 | $578K | Buy |
+27,194
| New | +$578K | 0.21% | 164 |
|
|
2022
Q4 | – | Sell |
-63,714
| Closed | -$895K | – | 338 |
|
|
2022
Q3 | $895K | Buy |
63,714
+9,856
| +18% | +$138K | 0.39% | 77 |
|
|
2022
Q2 | $1.34M | Sell |
53,858
-48
| -0.1% | -$1.2K | 0.54% | 39 |
|
|
2022
Q1 | $1.82M | Buy |
53,906
+17,014
| +46% | +$573K | 0.65% | 26 |
|
|
2021
Q4 | $1.2M | Buy |
36,892
+27,264
| +283% | +$885K | 0.41% | 62 |
|
|
2021
Q3 | $337K | Sell |
9,628
-79
| -0.8% | -$2.77K | 0.15% | 224 |
|
|
2021
Q2 | $404K | Buy |
9,707
+72
| +0.7% | +$3K | 0.18% | 210 |
|
|
2021
Q1 | $355K | Buy |
+9,635
| New | +$355K | 0.16% | 218 |
|