Heritage Wealth Management (Arizona)’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.91M | Sell |
5,620
-626
| -10% | -$213K | 1.06% | 18 |
|
2024
Q1 | $2.24M | Sell |
6,246
-184
| -3% | -$65.8K | 1.14% | 19 |
|
2023
Q4 | $1.93M | Buy |
+6,430
| New | +$1.93M | 1.04% | 20 |
|
2022
Q4 | $4.81M | Buy |
19,677
+10,619
| +117% | +$2.6M | 0.69% | 29 |
|
2022
Q3 | $1.84M | Buy |
9,058
+179
| +2% | +$36.3K | 0.59% | 35 |
|
2022
Q2 | $1.77M | Sell |
8,879
-93
| -1% | -$18.5K | 0.59% | 36 |
|
2022
Q1 | $2.4M | Buy |
+8,972
| New | +$2.4M | 0.65% | 30 |
|
2021
Q3 | $1.64M | Buy |
6,222
+866
| +16% | +$228K | 0.58% | 32 |
|
2021
Q2 | $1.39M | Buy |
+5,356
| New | +$1.39M | 0.53% | 37 |
|