United Capital Financial Advisors’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
2025
Q3
$223K Buy
2025
Q2
$237K Buy
2019
Q3
Sell
2019
Q2
$424K Buy
2018
Q4
Sell
2018
Q3
$258K Buy
2018
Q2
$240K Sell
2018
Q1
$250K Buy
2017
Q4
$253K Buy