Avantax Planning Partners’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
2,111
+90
| +4% | +$35.6K | 0.03% | 209 |
|
|
2025
Q1 | $752K | Sell |
2,021
-11
| -0.5% | -$4.09K | 0.03% | 203 |
|
|
2024
Q4 | $732K | Buy |
2,032
+152
| +8% | +$54.7K | 0.03% | 205 |
|
|
2024
Q3 | $679K | Sell |
1,880
-193
| -9% | -$69.7K | 0.02% | 212 |
|
|
2024
Q2 | $705K | Buy |
2,073
+60
| +3% | +$20.4K | 0.02% | 237 |
|
|
2024
Q1 | $720K | Buy |
2,013
+215
| +12% | +$76.9K | 0.02% | 245 |
|
|
2023
Q4 | $538K | Buy |
1,798
+6
| +0.3% | +$1.8K | 0.02% | 229 |
|
|
2023
Q3 | $490K | Buy |
1,792
+217
| +14% | +$59.3K | 0.02% | 228 |
|
|
2023
Q2 | $480K | Buy |
1,575
+9
| +0.6% | +$2.75K | 0.02% | 239 |
|
|
2023
Q1 | $447K | Buy |
1,566
+11
| +0.7% | +$3.14K | 0.02% | 241 |
|
|
2022
Q4 | $380K | Sell |
1,555
-57
| -4% | -$13.9K | 0.02% | 263 |
|
|
2022
Q3 | $326K | Sell |
1,612
-78
| -5% | -$15.8K | 0.01% | 272 |
|
|
2022
Q2 | $336K | Buy |
1,690
+2
| +0.1% | +$398 | 0.01% | 259 |
|
|
2022
Q1 | $451K | Hold |
1,688
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $451K | Hold |
1,688
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $445K | Buy |
1,688
+57
| +3% | +$15K | 0.02% | 211 |
|
|
2021
Q2 | $424K | Sell |
1,631
-382
| -19% | -$99.3K | 0.02% | 213 |
|
|
2021
Q1 | $490K | Buy |
2,013
+104
| +5% | +$25.3K | 0.03% | 189 |
|
|
2020
Q4 | $468K | Sell |
1,909
-1,568
| -45% | -$384K | 0.02% | 184 |
|
|
2020
Q3 | $725K | Sell |
3,477
-500
| -13% | -$104K | 0.04% | 149 |
|
|
2020
Q2 | $717K | Hold |
3,977
| – | – | 0.04% | 143 |
|
|
2020
Q1 | $662K | Hold |
3,977
| – | – | 0.05% | 131 |
|
|
2019
Q4 | $835K | Sell |
3,977
-2
| -0.1% | -$420 | 0.05% | 128 |
|
|
2019
Q3 | $861K | Sell |
3,979
-124
| -3% | -$26.8K | 0.05% | 121 |
|
|
2019
Q2 | $854K | Buy |
4,103
+184
| +5% | +$38.3K | 0.06% | 118 |
|
|
2019
Q1 | $774K | Sell |
3,919
-8
| -0.2% | -$1.58K | 0.05% | 121 |
|
|
2018
Q4 | $616K | Buy |
3,927
+940
| +31% | +$147K | 0.05% | 130 |
|
|
2018
Q3 | $531K | Buy |
2,987
+283
| +10% | +$50.3K | 0.04% | 134 |
|
|
2018
Q2 | $456K | Sell |
2,704
-93
| -3% | -$15.7K | 0.04% | 137 |
|
|
2018
Q1 | $450K | Buy |
2,797
+404
| +17% | +$65K | 0.04% | 184 |
|
|
2017
Q4 | $371K | Sell |
2,393
-387
| -14% | -$60K | 0.03% | 203 |
|
|
2017
Q3 | $395K | Hold |
2,780
| – | – | 0.03% | 242 |
|
|
2017
Q2 | $386K | Sell |
2,780
-128
| -4% | -$17.8K | 0.03% | 220 |
|
|
2017
Q1 | $383K | Sell |
2,908
-9
| -0.3% | -$1.19K | 0.03% | 210 |
|
|
2016
Q4 | $349K | Buy |
+2,917
| New | +$349K | 0.04% | 207 |
|