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