Lodestar Private Asset 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	$305K	Hold	13,532	–	–	0.03%	193
2025 Q4	$322K	Sell	13,532 -50	-0.4%	-$1.24K	0.03%	183
2025 Q3	$358K	Sell	13,582 -350	-3%	-$9K	0.04%	176
2025 Q2	$398K	Hold	13,932	–	–	0.05%	160
2025 Q1	$347K	Sell	13,932 -175	-1%	-$4.17K	0.04%	163
2024 Q4	$319K	Sell	14,107 -300	-2%	-$6.51K	0.04%	169
2024 Q3	$307K	Sell	14,407 -700	-5%	-$13.8K	0.04%	178
2024 Q2	$288K	Sell	15,107 -225	-1%	-$4.59K	0.04%	177
2024 Q1	$296K	Sell	15,332 -450	-3%	-$8.92K	0.04%	173
2023 Q4	$329K	Sell	15,782 -600	-4%	-$11.5K	0.05%	158
2023 Q3	$353K	Hold	16,382	–	–	0.06%	143
2023 Q2	$392K	Hold	16,382	–	–	0.07%	142
2023 Q1	$348K	Hold	16,382	–	–	0.06%	145
2022 Q4	$268K	Buy	+16,382	New	+$243K	0.05%	164