Steward Partners Investment Advisory’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 | $6.34K | Sell |
222
-156
| -41% | -$4.46K | ﹤0.01% | 3397 |
|
|
2025
Q1 | $9.41K | Sell |
378
-54
| -13% | -$1.35K | ﹤0.01% | 3125 |
|
|
2024
Q4 | $9.78K | Buy |
+432
| New | +$9.78K | ﹤0.01% | 3111 |
|
|
2020
Q4 | – | Sell |
-17
| Closed | -$1K | – | 2919 |
|
|
2020
Q3 | $1K | Sell |
17
-21
| -55% | -$1.24K | ﹤0.01% | 2655 |
|
|
2020
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 2468 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 2558 |
|
|
2019
Q4 | $0 | Sell |
1
-116
| -99% | – | ﹤0.01% | 2636 |
|
|
2019
Q3 | $3K | Buy |
117
+75
| +179% | +$1.92K | ﹤0.01% | 2351 |
|
|
2019
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2523 |
|
|
2017
Q2 | – | Sell |
-13
| Closed | – | – | 1641 |
|
|
2017
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1522 |
|