Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$642K Buy
1,953
+9
+0.5% +$3.23K 0.07% 229
2025
Q4
$683K Buy
1,944
+1
+0.1% +$364 0.07% 214
2025
Q3
$718K Hold
1,943
0.08% 205
2025
Q2
$769K Sell
1,943
-23
-1% -$8.6K 0.1% 166
2025
Q1
$732K Buy
1,966
+829
+73% +$315K 0.1% 166
2024
Q4
$409K Buy
1,137
+1
+0.1% +$371 0.05% 189
2024
Q3
$410K Sell
1,136
-45
-4% -$15.5K 0.05% 186
2024
Q2
$397K Sell
1,181
-71
-6% -$24.1K 0.04% 192
2024
Q1
$444K Buy
1,252
+53
+4% +$17.8K 0.05% 155
2023
Q4
$407K Sell
1,199
-20
-2% -$5.61K 0.05% 158
2023
Q3
$333K Sell
1,219
-26
-2% -$7.46K 0.05% 162
2023
Q2
$380K Hold
1,245
0.05% 143
2023
Q1
$371K Sell
1,245
-434
-26% -$115K 0.06% 133
2022
Q4
$426K Buy
1,679
+10
+0.6% +$2.27K 0.07% 127
2022
Q3
$347K Buy
1,669
+742
+80% +$156K 0.06% 133
2022
Q2
$203K Buy
+927
New +$218K 0.03% 170

Other funds holding SYK