Montag & Associates’s Stryker SYK Stock Holding History

Montag & Associates’s Portfolio SYK Stock Details SYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.7M	Sell	36,991 -521	-1%	-$207K	0.71%	35
2025 Q1	$14M	Buy	37,512 +305	+0.8%	+$114K	0.7%	37
2024 Q4	$13.4M	Sell	37,207 -124	-0.3%	-$44.8K	0.64%	40
2024 Q3	$13.5M	Buy	37,331 +579	+2%	+$210K	0.64%	40
2024 Q2	$12.5M	Sell	36,752 -217	-0.6%	-$74K	0.63%	44
2024 Q1	$13.3M	Buy	36,969 +14,097	+62%	+$5.06M	0.66%	40
2023 Q4	$6.87M	Buy	22,872 +602	+3%	+$181K	0.38%	66
2023 Q3	$6.1M	Sell	22,270 -4,527	-17%	-$1.24M	0.39%	65
2023 Q2	$8.2M	Sell	26,797 -1,615	-6%	-$494K	0.5%	50
2023 Q1	$8.13M	Sell	28,412 -897	-3%	-$257K	0.53%	50
2022 Q4	$7.19M	Sell	29,309 -4,859	-14%	-$1.19M	0.48%	58
2022 Q3	$6.94M	Sell	34,168 -347	-1%	-$70.5K	0.48%	56
2022 Q2	$6.89M	Sell	34,515 -10,134	-23%	-$2.02M	0.45%	57
2022 Q1	$11.9M	Buy	44,649 +488	+1%	+$130K	0.63%	35
2021 Q4	$11.8M	Sell	44,161 -4,861	-10%	-$1.3M	0.58%	40
2021 Q3	$12.9M	Buy	49,022 +257	+0.5%	+$67.8K	0.69%	33
2021 Q2	$12.7M	Buy	48,765 +537	+1%	+$139K	0.67%	35
2021 Q1	$11.7M	Sell	48,228 -323	-0.7%	-$78.7K	0.66%	35
2020 Q4	$11.9M	Buy	48,551 +4,845	+11%	+$1.19M	0.73%	36
2020 Q3	$9.11M	Buy	43,706 +2,829	+7%	+$589K	0.73%	36
2020 Q2	$7.37M	Sell	40,877 -9,192	-18%	-$1.66M	0.64%	42
2020 Q1	$8.34M	Buy	50,069 +6,368	+15%	+$1.06M	0.83%	32
2019 Q4	$9.18M	Buy	43,701 +11,071	+34%	+$2.32M	0.73%	35
2019 Q3	$7.06M	Buy	32,630 +15,893	+95%	+$3.44M	0.61%	45
2019 Q2	$3.44M	Buy	16,737 +10,493	+168%	+$2.16M	0.31%	81
2019 Q1	$1.23M	Buy	6,244 +3,767	+152%	+$744K	0.11%	157
2018 Q4	$388K	Buy	2,477 +561	+29%	+$87.9K	0.04%	222
2018 Q3	$340K	Buy	1,916 +116	+6%	+$20.6K	0.03%	267
2018 Q2	$304K	Sell	1,800 -404	-18%	-$68.2K	0.03%	243
2018 Q1	$355K	Buy	2,204 +546	+33%	+$87.9K	0.04%	232
2017 Q4	$257K	Buy	1,658 +96	+6%	+$14.9K	0.02%	252
2017 Q3	$222K	Buy	1,562 +67	+4%	+$9.52K	0.02%	236
2017 Q2	$207K	Buy	+1,495	New	+$207K	0.02%	235