IWA
IVC Wealth Advisors’s Stryker SYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
1,405
-3
| -0.2% | -$1.19K | 0.27% | 68 |
|
|
2025
Q1 | $524K | Buy |
1,408
+153
| +12% | +$56.9K | 0.28% | 74 |
|
|
2024
Q4 | $452K | Sell |
1,255
-463
| -27% | -$167K | 0.25% | 80 |
|
|
2024
Q3 | $621K | Sell |
1,718
-745
| -30% | -$269K | 0.34% | 67 |
|
|
2024
Q2 | $838K | Sell |
2,463
-39
| -2% | -$13.3K | 0.47% | 52 |
|
|
2024
Q1 | $895K | Buy |
2,502
+1
| +0% | +$358 | 0.52% | 49 |
|
|
2023
Q4 | $749K | Sell |
2,501
-38
| -1% | -$11.4K | 0.47% | 55 |
|
|
2023
Q3 | $694K | Buy |
2,539
+1
| +0% | +$273 | 0.46% | 57 |
|
|
2023
Q2 | $774K | Sell |
2,538
-2
| -0.1% | -$610 | 0.49% | 57 |
|
|
2023
Q1 | $725K | Sell |
2,540
-52
| -2% | -$14.8K | 0.51% | 57 |
|
|
2022
Q4 | $634K | Sell |
2,592
-4
| -0.2% | -$978 | 0.47% | 62 |
|
|
2022
Q3 | $526K | Buy |
2,596
+51
| +2% | +$10.3K | 0.42% | 65 |
|
|
2022
Q2 | $506K | Buy |
2,545
+5
| +0.2% | +$994 | 0.39% | 63 |
|
|
2022
Q1 | $679K | Buy |
2,540
+1
| +0% | +$267 | 0.45% | 60 |
|
|
2021
Q4 | $679K | Buy |
2,539
+1
| +0% | +$267 | 0.44% | 60 |
|
|
2021
Q3 | $669K | Buy |
2,538
+2
| +0.1% | +$527 | 0.46% | 56 |
|
|
2021
Q2 | $659K | Buy |
2,536
+41
| +2% | +$10.7K | 0.46% | 59 |
|
|
2021
Q1 | $608K | Buy |
2,495
+1
| +0% | +$244 | 0.48% | 62 |
|
|
2020
Q4 | $611K | Buy |
+2,494
| New | +$611K | 0.58% | 49 |
|