Steward Partners Investment Advisory’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	$993	Sell	44 -178	-80%	-$4.09K	﹤0.01%	4188
2025 Q4	$5.29K	Hold	222	–	–	﹤0.01%	3674
2025 Q3	$5.84K	Hold	222	–	–	﹤0.01%	3609
2025 Q2	$6.34K	Sell	222 -156	-41%	-$4.19K	﹤0.01%	3397
2025 Q1	$9.41K	Sell	378 -54	-13%	-$1.29K	﹤0.01%	3125
2024 Q4	$9.78K	Buy	+432	New	+$9.38K	﹤0.01%	3111
2020 Q4	–	Sell	-17	Closed	-$1K	–	2919
2020 Q3	$1K	Sell	17 -21	-55%	-$906	﹤0.01%	2655
2020 Q2	$2K	Buy	+38	New	+$1.5K	﹤0.01%	2468
2020 Q1	–	Sell	-1	Closed	–	–	2558
2019 Q4	$0	Sell	1 -116	-99%	-$4.11K	﹤0.01%	2636
2019 Q3	$3K	Buy	117 +75	+179%	+$2.66K	﹤0.01%	2351
2019 Q2	$1K	Buy	+42	New	+$1.66K	﹤0.01%	2523
2017 Q2	–	Sell	-13	Closed	–	–	1641
2017 Q1	$0	Buy	+13	New	+$537	﹤0.01%	1522