Rothschild Investment LLC’s Fresenius Medical Care FMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.6K	Buy	869 +265	+44%	+$6.09K	﹤0.01%	1420
2025 Q4	$14.4K	Sell	604 -82	-12%	-$2.04K	﹤0.01%	1440
2025 Q3	$18.1K	Buy	686 +46	+7%	+$1.18K	﹤0.01%	1259
2025 Q2	$18.3K	Buy	640 +29	+5%	+$778	﹤0.01%	1039
2025 Q1	$15.2K	Hold	611	–	–	﹤0.01%	1070
2024 Q4	$13.8K	Buy	611 +387	+173%	+$8.4K	﹤0.01%	1092
2024 Q3	$4.77K	Sell	224 -242	-52%	-$4.76K	﹤0.01%	1314
2024 Q2	$8.9K	Buy	466 +339	+267%	+$6.91K	﹤0.01%	1124
2024 Q1	$2.45K	Sell	127 -83	-40%	-$1.65K	﹤0.01%	1192
2023 Q4	$4.37K	Buy	+210	New	+$4.03K	﹤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%	-$7.43K	0.02%	408
2016 Q3	$222K	Buy	+5,067	New	+$227K	0.03%	401