Riverwater Partners’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 | $437K | Hold |
15,306
| – | – | 0.21% | 127 |
|
|
2025
Q1 | $381K | Sell |
15,306
-1,075
| -7% | -$26.8K | 0.2% | 123 |
|
|
2024
Q4 | $371K | Hold |
16,381
| – | – | 0.18% | 135 |
|
|
2024
Q3 | $346K | Buy |
16,381
+3,736
| +30% | +$79K | 0.17% | 147 |
|
|
2024
Q2 | $241K | Hold |
12,645
| – | – | 0.18% | 161 |
|
|
2024
Q1 | $244K | Sell |
12,645
-155
| -1% | -$2.99K | 0.18% | 168 |
|
|
2023
Q4 | $267K | Hold |
12,800
| – | – | 0.21% | 156 |
|
|
2023
Q3 | $276K | Sell |
12,800
-780
| -6% | -$16.8K | 0.25% | 142 |
|
|
2023
Q2 | $325K | Buy |
13,580
+3,582
| +36% | +$85.7K | 0.29% | 115 |
|
|
2023
Q1 | $213K | Buy |
+9,998
| New | +$213K | 0.2% | 169 |
|
|
2022
Q3 | – | Sell |
-9,998
| Closed | -$249K | – | 199 |
|
|
2022
Q2 | $249K | Buy |
+9,998
| New | +$249K | 0.25% | 146 |
|
|
2022
Q1 | – | Sell |
-9,998
| Closed | -$325K | – | 143 |
|
|
2021
Q4 | $325K | Buy |
+9,998
| New | +$325K | 0.29% | 136 |
|