CM Wealth Advisors’s Stryker SYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Hold
708
0.08% 74
2025
Q1
$264K Hold
708
0.08% 73
2024
Q4
$256K Hold
708
0.08% 74
2024
Q3
$256K Hold
708
0.08% 75
2024
Q2
$241K Sell
708
-1,679
-70% -$573K 0.11% 64
2024
Q1
$793K Buy
2,387
+1,679
+237% +$558K 0.23% 44
2023
Q4
$213K Sell
708
-132
-16% -$39.6K 0.09% 73
2023
Q3
$238K Sell
840
-1,764
-68% -$499K 0.09% 72
2023
Q2
$737K Sell
2,604
-2,844
-52% -$805K 0.24% 42
2023
Q1
$1.63M Buy
5,448
+4,608
+549% +$1.38M 0.32% 71
2022
Q4
$206K Buy
+840
New +$206K 0.11% 68