Heritage Wealth Management (California)’s Stryker SYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$967K Sell
2,444
-5
-0.2% -$1.98K 0.65% 39
2025
Q1
$912K Sell
2,449
-2
-0.1% -$745 0.69% 36
2024
Q4
$883K Buy
2,451
+1
+0% +$360 0.64% 37
2024
Q3
$885K Hold
2,450
0.63% 36
2024
Q2
$834K Sell
2,450
-6
-0.2% -$2.04K 0.61% 35
2024
Q1
$879K Buy
2,456
+9
+0.4% +$3.22K 0.66% 31
2023
Q4
$733K Buy
+2,447
New +$733K 0.59% 33