GW & Wade’s Boston Scientific BSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11M | Sell |
190,501
-8,986
| -5% | -$480K | 0.36% | 68 |
|
|
2023
Q3 | $10.5M | Sell |
199,487
-1,080
| -0.5% | -$56.6K | 0.39% | 70 |
|
|
2023
Q2 | $10.8M | Buy |
200,567
+202
| +0.1% | +$10.6K | 0.39% | 69 |
|
|
2023
Q1 | $10M | Sell |
200,365
-2,779
| -1% | -$131K | 0.39% | 68 |
|
|
2022
Q4 | $9.4M | Sell |
203,144
-2,114
| -1% | -$91.5K | 0.39% | 69 |
|
|
2022
Q3 | $7.95M | Buy |
205,258
+21,639
| +12% | +$868K | 0.39% | 74 |
|
|
2022
Q2 | $6.84M | Sell |
183,619
-230
| -0.1% | -$9.36K | 0.31% | 71 |
|
|
2022
Q1 | $8.14M | Buy |
183,849
+324
| +0.2% | +$14K | 0.35% | 70 |
|
|
2021
Q4 | $7.8M | Sell |
183,525
-728
| -0.4% | -$30.6K | 0.34% | 71 |
|
|
2021
Q3 | $8M | Buy |
184,253
+7,589
| +4% | +$336K | 0.38% | 72 |
|
|
2021
Q2 | $7.55M | Buy |
176,664
+500
| +0.3% | +$21K | 0.36% | 71 |
|
|
2021
Q1 | $6.81M | Buy |
176,164
+4,065
| +2% | +$154K | 0.36% | 69 |
|
|
2020
Q4 | $6.19M | Sell |
172,099
-350
| -0.2% | -$12.6K | 0.38% | 65 |
|
|
2020
Q3 | $6.59M | Buy |
172,449
+720
| +0.4% | +$27.7K | 0.5% | 57 |
|
|
2020
Q2 | $6.03M | Hold |
171,729
| – | – | 0.49% | 57 |
|
|
2020
Q1 | $5.6M | Sell |
171,729
-375
| -0.2% | -$14.6K | 0.53% | 57 |
|
|
2019
Q4 | $7.78M | Sell |
172,104
-2,333
| -1% | -$97.6K | 0.6% | 57 |
|
|
2019
Q3 | $7.1M | Buy |
174,437
+147,513
| +548% | +$6.25M | 0.6% | 55 |
|
|
2019
Q2 | $1.16M | Hold |
26,924
| – | – | 0.11% | 108 |
|
|
2019
Q1 | $1.03M | Hold |
26,924
| – | – | 0.1% | 112 |
|
|
2018
Q4 | $951K | Hold |
26,924
| – | – | 0.1% | 112 |
|
|
2018
Q3 | $1.04M | Hold |
26,924
| – | – | 0.11% | 113 |
|
|
2018
Q2 | $880K | Hold |
26,924
| – | – | 0.1% | 115 |
|
|
2018
Q1 | $736K | Buy |
26,924
+13,861
| +106% | +$377K | 0.09% | 125 |
|
|
2017
Q4 | $324K | Sell |
13,063
-335
| -3% | -$9.24K | 0.04% | 171 |
|
|
2017
Q3 | $391K | Sell |
13,398
-15,500
| -54% | -$428K | 0.05% | 166 |
|
|
2017
Q2 | $801K | Buy |
28,898
+17,900
| +163% | +$475K | 0.1% | 108 |
|
|
2017
Q1 | $274K | Sell |
10,998
-7,079
| -39% | -$172K | 0.04% | 199 |
|
|
2016
Q4 | $391K | Sell |
18,077
-4,100
| -18% | -$89.5K | 0.06% | 149 |
|
|
2016
Q3 | $528K | Buy |
22,177
+200
| +0.9% | +$4.77K | 0.1% | 119 |
|
|
2016
Q2 | $514K | Hold |
21,977
| – | – | 0.09% | 139 |
|
|
2016
Q1 | $413K | Hold |
21,977
| – | – | 0.08% | 132 |
|
|
2015
Q4 | $405K | Hold |
21,977
| – | – | 0.09% | 131 |
|
|
2015
Q3 | $361K | Hold |
21,977
| – | – | 0.08% | 137 |
|
|
2015
Q2 | $389K | Sell |
21,977
-1,040
| -5% | -$18.6K | 0.08% | 159 |
|
|
2015
Q1 | $409K | Buy |
+23,017
| New | +$364K | 0.08% | 157 |
|
Other funds holding BSX
GW & Wade's BSX Position: Q4 2023 in Review
GW & Wade reduced its Boston Scientific (BSX) stake by 4.5% in Q4 2023, selling an estimated $480K and leaving 190,501 shares worth $11M. The position accounts for 0.36% of the portfolio, ranked #68.
GW & Wade first reported a position in BSX in Q1 2015 and has held it in 36 quarters since. 1,150 funds tracked by Wall St. Rank hold BSX as of Q4 2023.
- GW & Wade held 190,501 shares of Boston Scientific worth $11M as of Q4 2023.
- GW & Wade sold 8,986 Boston Scientific shares in Q4 2023, an estimated $480K.
- Boston Scientific made up 0.36% of GW & Wade's portfolio in Q4 2023, its #68 holding.
- GW & Wade first reported a position in Boston Scientific in Q1 2015 and has held it in 36 quarters since.
- 1,150 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.
Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.