PWM
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Partnership Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Partnership Wealth Management’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,150
Closed -$79.2K – 198
2024
Q2 		$79.2K Sell
4,150
-113,448
-96% -$2.31M 0.06% 127
2024
Q1 		$2.27M Sell
117,598
-3,645
-3% -$72.2K 1.59% 15
2023
Q4 		$2.34M Buy
+121,243
New +$2.33M 1.76% 16

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