True Wealth Design’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 | $1K | Hold |
35
| – | – | ﹤0.01% | 1464 |
|
2025
Q1 | $872 | Hold |
35
| – | – | ﹤0.01% | 1317 |
|
2024
Q4 | $793 | Buy |
35
+8
| +30% | +$181 | ﹤0.01% | 996 |
|
2024
Q3 | $576 | Hold |
27
| – | – | ﹤0.01% | 1076 |
|
2024
Q2 | $516 | Buy |
27
+3
| +13% | +$57 | ﹤0.01% | 651 |
|
2024
Q1 | $463 | Buy |
24
+12
| +100% | +$232 | ﹤0.01% | 641 |
|
2023
Q4 | $250 | Hold |
12
| – | – | ﹤0.01% | 643 |
|
2023
Q3 | $259 | Hold |
12
| – | – | ﹤0.01% | 595 |
|
2023
Q2 | $288 | Hold |
12
| – | – | ﹤0.01% | 591 |
|
2023
Q1 | $256 | Hold |
12
| – | – | ﹤0.01% | 683 |
|
2022
Q4 | $196 | Buy |
+12
| New | +$196 | ﹤0.01% | 665 |
|