Venturi Wealth Management’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
Q1 | – | Sell |
-5,700
| Closed | -$129K | – | 1028 |
|
|
2024
Q4 | $129K | Buy |
5,700
+441
| +8% | +$9.98K | 0.01% | 673 |
|
|
2024
Q3 | $112K | Buy |
5,259
+4,800
| +1,046% | +$102K | 0.01% | 531 |
|
|
2024
Q2 | $8.76K | Buy |
459
+41
| +10% | +$783 | ﹤0.01% | 1129 |
|
|
2024
Q1 | $8.06K | Hold |
418
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $8.71K | Hold |
418
| – | – | ﹤0.01% | 899 |
|
|
2023
Q3 | $9K | Hold |
418
| – | – | ﹤0.01% | 824 |
|
|
2023
Q2 | $10K | Hold |
418
| – | – | ﹤0.01% | 652 |
|
|
2023
Q1 | $8.89K | Buy |
+418
| New | +$8.89K | ﹤0.01% | 735 |
|