Geneos Wealth Management’s Henry Schein HSIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Sell
972
-880
-48% -$64.3K ﹤0.01% 1402
2025
Q1
$127K Buy
1,852
+960
+108% +$65.8K ﹤0.01% 1437
2024
Q4
$61.7K Sell
892
-2
-0.2% -$138 ﹤0.01% 1241
2024
Q3
$65.2K Buy
894
+2
+0.2% +$146 ﹤0.01% 1103
2024
Q2
$57.2K Hold
892
﹤0.01% 1029
2024
Q1
$67.4K Hold
892
﹤0.01% 969
2023
Q4
$67.5K Hold
892
﹤0.01% 968
2023
Q3
$66.2K Hold
892
﹤0.01% 994
2023
Q2
$72.3K Hold
892
﹤0.01% 968
2023
Q1
$72.7K Hold
892
﹤0.01% 948
2022
Q4
$71.2K Hold
892
﹤0.01% 924
2022
Q3
$58K Sell
892
-140
-14% -$9.1K ﹤0.01% 981
2022
Q2
$79K Sell
1,032
-7
-0.7% -$536 ﹤0.01% 1099
2022
Q1
$90K Buy
1,039
+7
+0.7% +$606 ﹤0.01% 1132
2021
Q4
$80K Hold
1,032
﹤0.01% 1256
2021
Q3
$81K Hold
1,032
﹤0.01% 1254
2021
Q2
$78K Sell
1,032
-39
-4% -$2.95K ﹤0.01% 1263
2021
Q1
$77K Hold
1,071
﹤0.01% 1406
2020
Q4
$70K Buy
1,071
+39
+4% +$2.55K ﹤0.01% 1296
2020
Q3
$60K Hold
1,032
﹤0.01% 1171
2020
Q2
$58K Buy
1,032
+115
+13% +$6.46K ﹤0.01% 1152
2020
Q1
$45K Sell
917
-102
-10% -$5.01K ﹤0.01% 1155
2019
Q4
$67K Buy
1,019
+127
+14% +$8.35K ﹤0.01% 1113
2019
Q3
$55K Hold
892
﹤0.01% 1134
2019
Q2
$62K Sell
892
-38
-4% -$2.64K ﹤0.01% 1091
2019
Q1
$55K Sell
930
-256
-22% -$15.1K ﹤0.01% 1090
2018
Q4
$72K Hold
1,186
0.01% 949
2018
Q3
$79K Buy
1,186
+1,138
+2,371% +$75.8K 0.01% 975
2018
Q2
$2K Sell
48
-1,138
-96% -$47.4K ﹤0.01% 2107
2018
Q1
$62K Hold
1,186
0.01% 916
2017
Q4
$64K Hold
1,186
0.01% 901
2017
Q3
$76K Sell
1,186
-28
-2% -$1.79K 0.01% 795
2017
Q2
$87K Hold
1,214
0.01% 729
2017
Q1
$80K Hold
1,214
0.01% 726
2016
Q4
$72K Hold
1,214
0.01% 704
2016
Q3
$77K Hold
1,214
0.01% 664
2016
Q2
$84K Hold
1,214
0.01% 637
2016
Q1
$82K Buy
+1,214
New +$82K 0.01% 643