OWP
ORG Wealth Partners’s Fresenius Medical Care FMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.2K | Sell |
1,676
-2,135
| -56% | -$61.4K | 0.01% | 329 |
|
2025
Q1 | $94.3K | Buy |
3,811
+128
| +3% | +$3.17K | 0.03% | 259 |
|
2024
Q4 | $83.4K | Sell |
3,683
-1,568
| -30% | -$35.5K | 0.03% | 192 |
|
2024
Q3 | $112K | Buy |
+5,251
| New | +$112K | 0.04% | 173 |
|