EWA
EP Wealth Advisors’s Stryker SYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.5M | Buy |
195,798
+940
| +0.5% | +$372K | 0.51% | 37 |
|
|
2025
Q1 | $72.5M | Buy |
194,858
+1,716
| +0.9% | +$639K | 0.58% | 35 |
|
|
2024
Q4 | $69.5M | Sell |
193,142
-3,649
| -2% | -$1.31M | 0.57% | 38 |
|
|
2024
Q3 | $71.1M | Buy |
196,791
+7,526
| +4% | +$2.72M | 0.61% | 37 |
|
|
2024
Q2 | $64.4M | Buy |
189,265
+4,458
| +2% | +$1.52M | 0.68% | 34 |
|
|
2024
Q1 | $66.1M | Buy |
184,807
+3,992
| +2% | +$1.43M | 0.77% | 34 |
|
|
2023
Q4 | $54.1M | Buy |
180,815
+1,231
| +0.7% | +$369K | 0.69% | 37 |
|
|
2023
Q3 | $49.1M | Buy |
179,584
+169,758
| +1,728% | +$46.4M | 0.76% | 31 |
|
|
2023
Q2 | $54.1M | Sell |
9,826
-459,403
| -98% | -$2.53B | 0.78% | 30 |
|
|
2023
Q1 | $11.3M | Buy |
469,229
+299,688
| +177% | +$7.21M | 0.19% | 81 |
|
|
2022
Q4 | $41.5M | Buy |
169,541
+8,881
| +6% | +$2.17M | 0.75% | 37 |
|
|
2022
Q3 | $32.5M | Buy |
160,660
+11,738
| +8% | +$2.38M | 0.74% | 38 |
|
|
2022
Q2 | $29.6M | Buy |
148,922
+3,652
| +3% | +$726K | 0.67% | 40 |
|
|
2022
Q1 | $38.8M | Buy |
145,270
+6,293
| +5% | +$1.68M | 0.85% | 30 |
|
|
2021
Q4 | $37.2M | Buy |
138,977
+6,040
| +5% | +$1.62M | 0.88% | 24 |
|
|
2021
Q3 | $35.1M | Buy |
132,937
+5,524
| +4% | +$1.46M | 0.96% | 24 |
|
|
2021
Q2 | $33.1M | Buy |
127,413
+7,091
| +6% | +$1.84M | 0.92% | 24 |
|
|
2021
Q1 | $29.3M | Sell |
120,322
-24,767
| -17% | -$6.03M | 0.93% | 24 |
|
|
2020
Q4 | $35.6M | Buy |
145,089
+6,708
| +5% | +$1.64M | 1.25% | 15 |
|
|
2020
Q3 | $28.8M | Buy |
138,381
+7,406
| +6% | +$1.54M | 1.24% | 14 |
|
|
2020
Q2 | $23.6M | Buy |
130,975
+7,794
| +6% | +$1.4M | 1.01% | 19 |
|
|
2020
Q1 | $20.5M | Buy |
123,181
+25,778
| +26% | +$4.29M | 1% | 17 |
|
|
2019
Q4 | $20.4M | Buy |
97,403
+1,916
| +2% | +$402K | 0.84% | 26 |
|
|
2019
Q3 | $20.7M | Sell |
95,487
-2,037
| -2% | -$441K | 1.02% | 22 |
|
|
2019
Q2 | $20M | Sell |
97,524
-571
| -0.6% | -$117K | 1.25% | 16 |
|
|
2019
Q1 | $19.4M | Sell |
98,095
-2,157
| -2% | -$426K | 1.86% | 14 |
|
|
2018
Q4 | $15.7M | Buy |
100,252
+10
| +0% | +$1.57K | 1.21% | 18 |
|
|
2018
Q3 | $17.8M | Buy |
100,242
+285
| +0.3% | +$50.6K | 1.39% | 17 |
|
|
2018
Q2 | $16.9M | Buy |
99,957
+1,544
| +2% | +$261K | 1.59% | 13 |
|
|
2018
Q1 | $15.8M | Buy |
98,413
+1,696
| +2% | +$273K | 1.53% | 14 |
|
|
2017
Q4 | $15M | Buy |
96,717
+2,620
| +3% | +$406K | 1.58% | 18 |
|
|
2017
Q3 | $13.4M | Buy |
94,097
+622
| +0.7% | +$88.3K | 1.54% | 17 |
|
|
2017
Q2 | $13M | Buy |
93,475
+1,868
| +2% | +$259K | 1.59% | 15 |
|
|
2017
Q1 | $12.1M | Buy |
91,607
+3,055
| +3% | +$402K | 1.66% | 18 |
|
|
2016
Q4 | $9.38M | Buy |
88,552
+1,487
| +2% | +$157K | 1.37% | 18 |
|
|
2016
Q3 | $10.1M | Buy |
87,065
+1,012
| +1% | +$118K | 1.58% | 14 |
|
|
2016
Q2 | $10.3M | Sell |
86,053
-9,983
| -10% | -$1.2M | 1.64% | 13 |
|
|
2016
Q1 | $10.3M | Sell |
96,036
-30,681
| -24% | -$3.29M | 1.58% | 19 |
|
|
2015
Q4 | $11.8M | Buy |
126,717
+1,808
| +1% | +$168K | 1.98% | 16 |
|
|
2015
Q3 | $11.8M | Sell |
124,909
-2,965
| -2% | -$279K | 2.24% | 15 |
|
|
2015
Q2 | $12.2M | Buy |
127,874
+2,807
| +2% | +$268K | 2.29% | 15 |
|
|
2015
Q1 | $11.5M | Buy |
125,067
+290
| +0.2% | +$26.8K | 2.17% | 16 |
|
|
2014
Q4 | $11.8M | Sell |
124,777
-1,010
| -0.8% | -$95.3K | 1.94% | 18 |
|
|
2014
Q3 | $10.2M | Buy |
125,787
+4,587
| +4% | +$370K | 1.64% | 19 |
|
|
2014
Q2 | $10.2M | Buy |
121,200
+4,695
| +4% | +$396K | 2.38% | 16 |
|
|
2014
Q1 | $9.49M | Buy |
116,505
+817
| +0.7% | +$66.6K | 2.6% | 18 |
|
|
2013
Q4 | $8.69M | Buy |
115,688
+2,121
| +2% | +$159K | 2.25% | 23 |
|
|
2013
Q3 | $7.68M | Buy |
113,567
+4,685
| +4% | +$317K | 2.41% | 22 |
|
|
2013
Q2 | $7.04M | Buy |
+108,882
| New | +$7.04M | 2.54% | 20 |
|