Partnership 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
2024 Q3	–	Sell	-4,150	Closed	-$79.2K	–	198
2024 Q2	$79.2K	Sell	4,150 -113,448	-96%	-$2.17M	0.06%	127
2024 Q1	$2.27M	Sell	117,598 -3,645	-3%	-$70.3K	1.59%	15
2023 Q4	$2.34M	Buy	+121,243	New	+$2.34M	1.76%	16