Heritage Trust’s Boston Scientific BSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
2,045
| – | – | 0.03% | 285 |
|
|
2025
Q1 | $206K | Buy |
+2,045
| New | +$206K | 0.03% | 290 |
|
|
2022
Q1 | – | Sell |
-12,310
| Closed | -$523K | – | 246 |
|
|
2021
Q4 | $523K | Sell |
12,310
-151
| -1% | -$6.42K | 0.07% | 183 |
|
|
2021
Q3 | $541K | Sell |
12,461
-221
| -2% | -$9.6K | 0.08% | 174 |
|
|
2021
Q2 | $542K | Sell |
12,682
-16,421
| -56% | -$702K | 0.08% | 175 |
|
|
2021
Q1 | $1.13M | Sell |
29,103
-820
| -3% | -$31.7K | 0.17% | 118 |
|
|
2020
Q4 | $1.08M | Sell |
29,923
-3,544
| -11% | -$127K | 0.17% | 115 |
|
|
2020
Q3 | $1.28M | Sell |
33,467
-514
| -2% | -$19.6K | 0.24% | 97 |
|
|
2020
Q2 | $1.19M | Buy |
33,981
+22,909
| +207% | +$804K | 0.23% | 96 |
|
|
2020
Q1 | $362K | Hold |
11,072
| – | – | 0.09% | 142 |
|
|
2019
Q4 | $501K | Buy |
11,072
+4,350
| +65% | +$197K | 0.1% | 135 |
|
|
2019
Q3 | $274K | Buy |
+6,722
| New | +$274K | 0.06% | 163 |
|