TD Private Client Wealth’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	$6.97K	Buy	309 +272	+735%	+$6.25K	﹤0.01%	1144
2025 Q4	$881	Buy	37 +8	+28%	+$199	﹤0.01%	1390
2025 Q3	$764	Sell	29 -4,896	-99%	-$126K	﹤0.01%	1383
2025 Q2	$141K	Buy	4,925 +4,849	+6,380%	+$130K	﹤0.01%	693
2025 Q1	$1.89K	Hold	76	–	–	﹤0.01%	1200
2024 Q4	$1.72K	Hold	76	–	–	﹤0.01%	1207
2024 Q3	$1.62K	Sell	76 -16	-17%	-$315	﹤0.01%	1204
2024 Q2	$1.76K	Buy	92 +43	+88%	+$877	﹤0.01%	1142
2024 Q1	$945	Hold	49	–	–	﹤0.01%	1177
2023 Q4	$1.02K	Hold	49	–	–	﹤0.01%	1183
2023 Q3	$1.05K	Hold	49	–	–	﹤0.01%	1176
2023 Q2	$1.17K	Hold	49	–	–	﹤0.01%	1199
2023 Q1	$1.04K	Hold	49	–	–	﹤0.01%	1188
2022 Q4	$801	Buy	+49	New	+$726	﹤0.01%	1157
2021 Q1	–	Sell	-262	Closed	-$10.9K	–	1183
2020 Q4	$10.9K	Buy	262 +255	+3,643%	+$10.6K	﹤0.01%	831
2020 Q3	$297	Hold	7	–	–	﹤0.01%	1076
2020 Q2	$303	Sell	7 -776	-99%	-$30.7K	﹤0.01%	1070
2020 Q1	$25.7K	Buy	+783	New	+$29.1K	﹤0.01%	662