Geneos Wealth Management’s Smith & Nephew SNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $132K | Sell |
4,325
-4,518
| -51% | -$138K | ﹤0.01% | 1139 |
|
2025
Q1 | $251K | Buy |
8,843
+5,235
| +145% | +$149K | ﹤0.01% | 1135 |
|
2024
Q4 | $88.7K | Buy |
3,608
+237
| +7% | +$5.83K | ﹤0.01% | 1111 |
|
2024
Q3 | $105K | Buy |
3,371
+212
| +7% | +$6.6K | ﹤0.01% | 949 |
|
2024
Q2 | $78.3K | Hold |
3,159
| – | – | ﹤0.01% | 935 |
|
2024
Q1 | $80.1K | Hold |
3,159
| – | – | ﹤0.01% | 919 |
|
2023
Q4 | $86.2K | Sell |
3,159
-50
| -2% | -$1.36K | ﹤0.01% | 881 |
|
2023
Q3 | $79.5K | Hold |
3,209
| – | – | ﹤0.01% | 936 |
|
2023
Q2 | $103K | Hold |
3,209
| – | – | 0.01% | 867 |
|
2023
Q1 | $89.6K | Hold |
3,209
| – | – | 0.01% | 875 |
|
2022
Q4 | $86.3K | Buy |
3,209
+39
| +1% | +$1.05K | 0.01% | 870 |
|
2022
Q3 | $73K | Buy |
3,170
+3,092
| +3,964% | +$71.2K | 0.01% | 900 |
|
2022
Q2 | $2K | Sell |
78
-152
| -66% | -$3.9K | ﹤0.01% | 2423 |
|
2022
Q1 | $7K | Buy |
230
+152
| +195% | +$4.63K | ﹤0.01% | 2248 |
|
2021
Q4 | $2K | Hold |
78
| – | – | ﹤0.01% | 2607 |
|
2021
Q3 | $2K | Sell |
78
-160
| -67% | -$4.1K | ﹤0.01% | 2668 |
|
2021
Q2 | $10K | Sell |
238
-6,509
| -96% | -$273K | ﹤0.01% | 2212 |
|
2021
Q1 | $291K | Buy |
6,747
+450
| +7% | +$19.4K | 0.01% | 814 |
|
2020
Q4 | $8K | Buy |
6,297
+6,046
| +2,409% | +$7.68K | ﹤0.01% | 2325 |
|
2020
Q3 | $9K | Buy |
251
+16
| +7% | +$574 | ﹤0.01% | 1996 |
|
2020
Q2 | $8K | Sell |
235
-31
| -12% | -$1.06K | ﹤0.01% | 1998 |
|
2020
Q1 | $9K | Hold |
266
| – | – | ﹤0.01% | 1870 |
|
2019
Q4 | $12K | Hold |
266
| – | – | ﹤0.01% | 1904 |
|
2019
Q3 | $12K | Sell |
266
-1,332
| -83% | -$60.1K | ﹤0.01% | 1822 |
|
2019
Q2 | $69K | Sell |
1,598
-9,182
| -85% | -$396K | ﹤0.01% | 1050 |
|
2019
Q1 | $432K | Sell |
10,780
-2,044
| -16% | -$81.9K | 0.03% | 438 |
|
2018
Q4 | $477K | Sell |
12,824
-666
| -5% | -$24.8K | 0.04% | 389 |
|
2018
Q3 | $500K | Buy |
13,490
+7,421
| +122% | +$275K | 0.03% | 389 |
|
2018
Q2 | $227K | Sell |
6,069
-8,819
| -59% | -$330K | 0.02% | 537 |
|
2018
Q1 | $567K | Sell |
14,888
-666
| -4% | -$25.4K | 0.05% | 282 |
|
2017
Q4 | $544K | Buy |
15,554
+15,042
| +2,938% | +$526K | 0.05% | 301 |
|
2017
Q3 | $18K | Sell |
512
-768
| -60% | -$27K | ﹤0.01% | 1373 |
|
2017
Q2 | $44K | Hold |
1,280
| – | – | ﹤0.01% | 973 |
|
2017
Q1 | $39K | Hold |
1,280
| – | – | ﹤0.01% | 983 |
|
2016
Q4 | $38K | Hold |
1,280
| – | – | 0.01% | 942 |
|
2016
Q3 | $41K | Hold |
1,280
| – | – | 0.01% | 890 |
|
2016
Q2 | $44K | Buy |
1,280
+493
| +63% | +$16.9K | 0.01% | 854 |
|
2016
Q1 | $26K | Buy |
+787
| New | +$26K | ﹤0.01% | 1013 |
|