VAG
VisionPoint Advisory Group’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
52,578
-63,533
| -55% | -$1.82M | 0.33% | 88 |
|
|
2025
Q1 | $2.89M | Buy |
116,111
+5,842
| +5% | +$145K | 0.99% | 26 |
|
|
2024
Q4 | $2.44M | Sell |
110,269
-36,114
| -25% | -$800K | 0.84% | 31 |
|
|
2024
Q3 | $3.12M | Buy |
146,383
+17,805
| +14% | +$379K | 1.05% | 18 |
|
|
2024
Q2 | $2.45M | Buy |
128,578
+13,290
| +12% | +$254K | 0.87% | 32 |
|
|
2024
Q1 | $2.22M | Buy |
115,288
+76,287
| +196% | +$1.47M | 0.8% | 31 |
|
|
2023
Q4 | $812K | Buy |
+39,001
| New | +$812K | 0.3% | 74 |
|