Pathstone Holdings’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
$1.89M Sell
66,204
-404
-0.6% -$11.5K 0.01% 1031
2025
Q1
$1.66M Buy
66,608
+7,024
+12% +$175K 0.01% 1087
2024
Q4
$1.35M Buy
59,584
+23,489
+65% +$532K 0.01% 1194
2024
Q3
$769K Buy
36,095
+2,817
+8% +$60K ﹤0.01% 1504
2024
Q2
$635K Buy
33,278
+2,502
+8% +$47.8K ﹤0.01% 1563
2024
Q1
$593K Buy
30,776
+16,340
+113% +$315K ﹤0.01% 1592
2023
Q4
$301K Buy
+14,436
New +$301K ﹤0.01% 1823