Private Trust Company’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 | $9.37K | Buy |
328
+244
| +290% | +$6.97K | ﹤0.01% | 1849 |
|
|
2025
Q1 | $2.09K | Buy |
+84
| New | +$2.09K | ﹤0.01% | 2248 |
|
|
2014
Q3 | – | Sell |
-126
| Closed | -$4K | – | 1956 |
|
|
2014
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 1364 |
|
|
2014
Q1 | $4K | Sell |
126
-223
| -64% | -$7.08K | ﹤0.01% | 1248 |
|
|
2013
Q4 | $12K | Hold |
349
| – | – | ﹤0.01% | 873 |
|
|
2013
Q3 | $11K | Hold |
349
| – | – | 0.01% | 881 |
|
|
2013
Q2 | $12K | Buy |
+349
| New | +$12K | 0.01% | 788 |
|