Rothschild Investment LLC’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 | $18.3K | Buy |
640
+29
| +5% | +$829 | ﹤0.01% | 1039 |
|
|
2025
Q1 | $15.2K | Hold |
611
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q4 | $13.8K | Buy |
611
+387
| +173% | +$8.76K | ﹤0.01% | 1092 |
|
|
2024
Q3 | $4.77K | Sell |
224
-242
| -52% | -$5.15K | ﹤0.01% | 1314 |
|
|
2024
Q2 | $8.9K | Buy |
466
+339
| +267% | +$6.47K | ﹤0.01% | 1124 |
|
|
2024
Q1 | $2.45K | Sell |
127
-83
| -40% | -$1.6K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $4.37K | Buy |
+210
| New | +$4.37K | ﹤0.01% | 1100 |
|
|
2017
Q2 | – | Sell |
-4,885
| Closed | -$206K | – | 475 |
|
|
2017
Q1 | $206K | Hold |
4,885
| – | – | 0.02% | 420 |
|
|
2016
Q4 | $206K | Sell |
4,885
-182
| -4% | -$7.68K | 0.02% | 408 |
|
|
2016
Q3 | $222K | Buy |
+5,067
| New | +$222K | 0.03% | 401 |
|