CWA
Clarus Wealth Advisors’s Stryker SYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
686
-67
| -9% | -$26.1K | 0.12% | 71 |
|
|
2025
Q1 | $273K | Buy |
+753
| New | +$273K | 0.15% | 71 |
|
|
2024
Q4 | – | Sell |
-604
| Closed | -$208K | – | 138 |
|
|
2024
Q3 | $208K | Sell |
604
-11
| -2% | -$3.8K | 0.11% | 128 |
|
|
2024
Q2 | $207K | Buy |
615
+10
| +2% | +$3.37K | 0.11% | 123 |
|
|
2024
Q1 | $210K | Sell |
605
-57
| -9% | -$19.8K | 0.12% | 116 |
|
|
2023
Q4 | $208K | Buy |
+662
| New | +$208K | 0.12% | 115 |
|
|
2023
Q2 | $235K | Buy |
797
+15
| +2% | +$4.41K | 0.14% | 111 |
|
|
2023
Q1 | $225K | Buy |
+782
| New | +$225K | 0.14% | 111 |
|
|
2020
Q2 | – | Sell |
-3,790
| Closed | -$561K | – | 146 |
|
|
2020
Q1 | $561K | Buy |
3,790
+10
| +0.3% | +$1.48K | 0.56% | 52 |
|
|
2019
Q4 | $800K | Buy |
3,780
+160
| +4% | +$33.9K | 0.53% | 47 |
|
|
2019
Q3 | $783K | Buy |
3,620
+1,509
| +71% | +$326K | 0.57% | 37 |
|
|
2019
Q2 | $434K | Buy |
2,111
+342
| +19% | +$70.3K | 0.31% | 54 |
|
|
2019
Q1 | $349K | Buy |
1,769
+204
| +13% | +$40.2K | 0.26% | 55 |
|
|
2018
Q4 | $245K | Sell |
1,565
-10
| -0.6% | -$1.57K | 0.39% | 54 |
|
|
2018
Q3 | $280K | Buy |
1,575
+57
| +4% | +$10.1K | 0.18% | 79 |
|
|
2018
Q2 | $244K | Hold |
1,518
| – | – | 0.18% | 80 |
|
|
2018
Q1 | $244K | Sell |
1,518
-29
| -2% | -$4.66K | 0.23% | 80 |
|
|
2017
Q4 | $240K | Buy |
+1,547
| New | +$240K | 0.23% | 78 |
|