Summit Securities Group’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	–	Sell	-15,919	Closed	-$396K	–	1046
2025 Q1	$396K	Buy	+15,919	New	+$396K	0.06%	57
2023 Q1	–	Sell	-1,728	Closed	-$28K	–	803
2022 Q4	$28K	Buy	+1,728	New	+$28K	﹤0.01%	610