Moran 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 | $4.27M | Buy |
149,551
+2,031
| +1% | +$58K | 0.13% | 201 |
|
|
2025
Q1 | $3.67M | Sell |
147,520
-107,190
| -42% | -$2.67M | 0.12% | 218 |
|
|
2024
Q4 | $5.77M | Buy |
254,710
+21,334
| +9% | +$483K | 0.18% | 150 |
|
|
2024
Q3 | $4.97M | Buy |
233,376
+74,621
| +47% | +$1.59M | 0.15% | 170 |
|
|
2024
Q2 | $3.03M | Buy |
158,755
+4,432
| +3% | +$84.6K | 0.1% | 218 |
|
|
2024
Q1 | $2.98M | Sell |
154,323
-1,574
| -1% | -$30.3K | 0.1% | 224 |
|
|
2023
Q4 | $3.25M | Buy |
+155,897
| New | +$3.25M | 0.12% | 211 |
|