WHC
Wulff, Hansen & Co’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,880
| Closed | -$346K | – | 103 |
|
|
2025
Q1 | $346K | Sell |
13,880
-767
| -5% | -$19.1K | 0.32% | 75 |
|
|
2024
Q4 | $332K | Sell |
14,647
-1,655
| -10% | -$37.5K | 0.31% | 72 |
|
|
2024
Q3 | $347K | Sell |
16,302
-1,688
| -9% | -$36K | 0.31% | 72 |
|
|
2024
Q2 | $343K | Hold |
17,990
| – | – | 0.34% | 67 |
|
|
2024
Q1 | $347K | Sell |
17,990
-265
| -1% | -$5.11K | 0.35% | 67 |
|
|
2023
Q4 | $380K | Hold |
18,255
| – | – | 0.42% | 59 |
|
|
2023
Q3 | $393K | Buy |
18,255
+2,688
| +17% | +$57.9K | 0.46% | 57 |
|
|
2023
Q2 | $373K | Sell |
15,567
-3,715
| -19% | -$88.9K | 0.42% | 56 |
|
|
2023
Q1 | $410K | Hold |
19,282
| – | – | 0.47% | 58 |
|
|
2022
Q4 | $315K | Buy |
19,282
+4,450
| +30% | +$72.7K | 0.38% | 59 |
|
|
2022
Q3 | $208K | Hold |
14,832
| – | – | 0.26% | 75 |
|
|
2022
Q2 | $370K | Buy |
14,832
+4,018
| +37% | +$100K | 0.42% | 63 |
|
|
2022
Q1 | $364K | Hold |
10,814
| – | – | 0.35% | 69 |
|
|
2021
Q4 | $351K | Buy |
+10,814
| New | +$351K | 0.3% | 70 |
|