Valley National Advisers’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	$31K	Sell	1,397 -4	-0.3%	-$92	﹤0.01%	446
2025 Q4	$33K	Sell	1,401 -1,539	-52%	-$38.3K	﹤0.01%	443
2025 Q3	$77K	Sell	2,940 -126	-4%	-$3.24K	0.01%	335
2025 Q2	$87K	Sell	3,066 -209	-6%	-$5.61K	0.01%	319
2025 Q1	$81K	Sell	3,275 -4,661	-59%	-$111K	0.01%	316
2024 Q4	$179K	Sell	7,936 -3,662	-32%	-$79.5K	0.03%	231
2024 Q3	$247K	Sell	11,598 -2,798	-19%	-$55.1K	0.04%	217
2024 Q2	$274K	Sell	14,396 -545	-4%	-$11.1K	0.04%	214
2024 Q1	$288K	Sell	14,941 -386	-3%	-$7.65K	0.04%	216
2023 Q4	$319K	Sell	15,327 -486	-3%	-$9.33K	0.05%	200
2023 Q3	$341K	Sell	15,813 -612	-4%	-$14.9K	0.06%	197
2023 Q2	$394K	Sell	16,425 -813	-5%	-$18.6K	0.07%	193
2023 Q1	$401K	Sell	17,238 -262	-1%	-$5.02K	0.07%	190
2022 Q4	$308K	Sell	17,500 -17,032	-49%	-$252K	0.06%	212
2022 Q3	$472K	Buy	34,532 +2,646	+8%	+$50K	0.1%	166
2022 Q2	$775K	Buy	31,886 +1,515	+5%	+$45.3K	0.16%	108
2022 Q1	$1.02M	Buy	30,371 +5,510	+22%	+$181K	0.2%	110
2021 Q4	$807K	Buy	24,861 +3,217	+15%	+$106K	0.15%	132
2021 Q3	$757K	Buy	21,644 +4,877	+29%	+$191K	0.14%	129
2021 Q2	$697K	Buy	16,767 +89	+0.5%	+$3.56K	0.13%	136
2021 Q1	$615K	Sell	16,678 -89	-0.5%	-$3.37K	0.12%	140
2020 Q4	$697K	Sell	16,767 -124	-0.7%	-$5.17K	0.15%	120
2020 Q3	$718K	Sell	16,891 -42	-0.2%	-$1.81K	0.16%	97
2020 Q2	$733K	Sell	16,933 -772	-4%	-$30.5K	0.17%	94
2020 Q1	$581K	Buy	17,705 +7,321	+71%	+$272K	0.16%	103
2019 Q4	$382K	Buy	10,384 +10,148	+4,300%	+$360K	0.1%	144
2019 Q3	$8K	Buy	+236	New	+$8.36K	﹤0.01%	530