Morningstar Investment Services’s Fresenius Medical Care FMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,389
| Closed | -$541K | – | 227 |
|
|
2024
Q3 | $541K | Buy |
25,389
+418
| +2% | +$8.91K | 0.01% | 267 |
|
|
2024
Q2 | $479K | Sell |
24,971
-304
| -1% | -$5.83K | 0.01% | 258 |
|
|
2024
Q1 | $489K | Buy |
25,275
+4,546
| +22% | +$88K | 0.01% | 235 |
|
|
2023
Q4 | $434K | Buy |
20,729
+10,584
| +104% | +$222K | ﹤0.01% | 303 |
|
|
2023
Q3 | $220K | Buy |
10,145
+612
| +6% | +$13.3K | ﹤0.01% | 267 |
|
|
2023
Q2 | $224K | Buy |
+9,533
| New | +$224K | ﹤0.01% | 238 |
|
|
2022
Q3 | – | Sell |
-8,142
| Closed | -$204K | – | 225 |
|
|
2022
Q2 | $204K | Buy |
8,142
+1,719
| +27% | +$43.1K | ﹤0.01% | 215 |
|
|
2022
Q1 | $216K | Buy |
+6,423
| New | +$216K | ﹤0.01% | 224 |
|