Summit Trail Advisors’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
$356K Buy
+12,468
New +$356K 0.01% 856
2018
Q1
Sell
-987
Closed -$56K 865
2017
Q4
$56K Buy
+987
New +$56K 0.01% 786