Heartwood Wealth Advisors’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
803
+160
| +25% | +$63.3K | 0.03% | 145 |
|
|
2025
Q1 | $239K | Sell |
643
-25
| -4% | -$9.31K | 0.03% | 162 |
|
|
2024
Q4 | $241K | Hold |
668
| – | – | 0.03% | 151 |
|
|
2024
Q3 | $241K | Hold |
668
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $227K | Hold |
668
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $239K | Hold |
668
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $200K | Buy |
+668
| New | +$200K | 0.03% | 147 |
|
|
2023
Q3 | – | Sell |
-668
| Closed | -$204K | – | 145 |
|
|
2023
Q2 | $204K | Buy |
+668
| New | +$204K | 0.03% | 136 |
|