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