Concentric Wealth Management’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $5.89M | Sell |
16,315
-410
| -2% | -$148K | 1.44% | 24 |
|
2024
Q2 | $5.69M | Sell |
16,725
-53
| -0.3% | -$18K | 1.48% | 24 |
|
2024
Q1 | $6M | Buy |
16,778
+312
| +2% | +$112K | 1.6% | 20 |
|
2023
Q4 | $4.93M | Buy |
16,466
+2
| +0% | +$599 | 1.43% | 23 |
|
2023
Q3 | $4.5M | Sell |
16,464
-5
| -0% | -$1.37K | 1.48% | 21 |
|
2023
Q2 | $5.02M | Sell |
16,469
-544
| -3% | -$166K | 1.6% | 22 |
|
2023
Q1 | $4.86M | Sell |
17,013
-120
| -0.7% | -$34.3K | 1.61% | 22 |
|
2022
Q4 | $4.19M | Sell |
17,133
-340
| -2% | -$83.1K | 1.43% | 25 |
|
2022
Q3 | $3.54M | Buy |
17,473
+22
| +0.1% | +$4.46K | 1.3% | 26 |
|
2022
Q2 | $3.47M | Buy |
17,451
+116
| +0.7% | +$23.1K | 1.17% | 29 |
|
2022
Q1 | $4.64M | Sell |
17,335
-46
| -0.3% | -$12.3K | 1.34% | 26 |
|
2021
Q4 | $4.65M | Buy |
17,381
+21
| +0.1% | +$5.62K | 1.31% | 26 |
|
2021
Q3 | $4.58M | Sell |
17,360
-90
| -0.5% | -$23.7K | 1.4% | 25 |
|
2021
Q2 | $4.53M | Buy |
17,450
+105
| +0.6% | +$27.3K | 1.39% | 26 |
|
2021
Q1 | $4.23M | Buy |
17,345
+373
| +2% | +$90.9K | 1.39% | 26 |
|
2020
Q4 | $4.16M | Buy |
16,972
+44
| +0.3% | +$10.8K | 1.53% | 21 |
|
2020
Q3 | $3.53M | Buy |
16,928
+5
| +0% | +$1.04K | 1.52% | 23 |
|
2020
Q2 | $3.05M | Buy |
16,923
+765
| +5% | +$138K | 1.43% | 27 |
|
2020
Q1 | $2.69M | Buy |
16,158
+440
| +3% | +$73.3K | 1.49% | 21 |
|
2019
Q4 | $3.3M | Buy |
15,718
+1,295
| +9% | +$272K | 1.41% | 23 |
|
2019
Q3 | $3.12M | Sell |
14,423
-10
| -0.1% | -$2.16K | 1.99% | 16 |
|
2019
Q2 | $2.97M | Sell |
14,433
-145
| -1% | -$29.8K | 1.93% | 19 |
|
2019
Q1 | $2.88M | Sell |
14,578
-45
| -0.3% | -$8.89K | 1.95% | 18 |
|
2018
Q4 | $2.29M | Buy |
14,623
+1,725
| +13% | +$270K | 1.76% | 23 |
|
2018
Q3 | $2.29M | Sell |
12,898
-185
| -1% | -$32.9K | 1.61% | 27 |
|
2018
Q2 | $2.21M | Sell |
13,083
-55
| -0.4% | -$9.29K | 1.59% | 27 |
|
2018
Q1 | $2.11M | Buy |
13,138
+125
| +1% | +$20.1K | 1.57% | 24 |
|
2017
Q4 | $2.02M | Sell |
13,013
-760
| -6% | -$118K | 1.46% | 28 |
|
2017
Q3 | $1.96M | Sell |
13,773
-20
| -0.1% | -$2.84K | 1.48% | 30 |
|
2017
Q2 | $1.91M | Sell |
13,793
-28
| -0.2% | -$3.89K | 1.52% | 27 |
|
2017
Q1 | $1.82M | Sell |
13,821
-296
| -2% | -$39K | 1.48% | 29 |
|
2016
Q4 | $1.69M | Buy |
+14,117
| New | +$1.69M | 1.42% | 32 |
|