Clearstead Advisors’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52K | Sell |
706
-975
| -58% | -$75.3K | ﹤0.01% | 1273 |
|
|
2025
Q4 | $127K | Buy |
1,681
+696
| +71% | +$49K | ﹤0.01% | 1051 |
|
|
2025
Q3 | $65.4K | Sell |
985
-57
| -5% | -$3.95K | ﹤0.01% | 1188 |
|
|
2025
Q2 | $76.1K | Buy |
1,042
+336
| +48% | +$23.1K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $48.3K | Hold |
706
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q4 | $48.8K | Hold |
706
| – | – | ﹤0.01% | 1164 |
|
|
2024
Q3 | $51.4K | Hold |
706
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q2 | $45.2K | Hold |
706
| – | – | ﹤0.01% | 1188 |
|
|
2024
Q1 | $51.6K | Hold |
706
| – | – | ﹤0.01% | 750 |
|
|
2023
Q4 | $53.4K | Sell |
706
-854
| -55% | -$59.8K | ﹤0.01% | 721 |
|
|
2023
Q3 | $116K | Buy |
1,560
+837
| +116% | +$64.5K | ﹤0.01% | 692 |
|
|
2023
Q2 | $58.6K | Hold |
723
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $59K | Hold |
723
| – | – | ﹤0.01% | 627 |
|
|
2022
Q4 | $57.7K | Buy |
723
+28
| +4% | +$2.12K | ﹤0.01% | 603 |
|
|
2022
Q3 | $46K | Sell |
695
-1,420
| -67% | -$105K | ﹤0.01% | 628 |
|
|
2022
Q2 | $162K | Hold |
2,115
| – | – | 0.01% | 410 |
|
|
2022
Q1 | $184K | Hold |
2,115
| – | – | 0.01% | 421 |
|
|
2021
Q4 | $164K | Buy |
2,115
+1,420
| +204% | +$109K | 0.01% | 431 |
|
|
2021
Q3 | $53K | Sell |
695
-19
| -3% | -$1.46K | ﹤0.01% | 606 |
|
|
2021
Q2 | $53K | Buy |
714
+19
| +3% | +$1.43K | ﹤0.01% | 551 |
|
|
2021
Q1 | $48K | Hold |
695
| – | – | ﹤0.01% | 552 |
|
|
2020
Q4 | $46K | Hold |
695
| – | – | ﹤0.01% | 519 |
|
|
2020
Q3 | $41K | Hold |
695
| – | – | ﹤0.01% | 498 |
|
|
2020
Q2 | $41K | Hold |
695
| – | – | ﹤0.01% | 454 |
|
|
2020
Q1 | $35K | Buy |
+695
| New | +$44.1K | 0.01% | 449 |
|
Other funds holding HSIC
KKRC
VCM
VPM
