Montis Financial’s Stryker SYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
2,032
-19
| -0.9% | -$7.52K | 0.22% | 61 |
|
|
2025
Q1 | $763K | Sell |
2,051
-214
| -9% | -$79.7K | 0.22% | 61 |
|
|
2024
Q4 | $816K | Sell |
2,265
-61
| -3% | -$22K | 0.25% | 56 |
|
|
2024
Q3 | $840K | Hold |
2,326
| – | – | 0.3% | 41 |
|
|
2024
Q2 | $791K | Hold |
2,326
| – | – | 0.36% | 34 |
|
|
2024
Q1 | $832K | Sell |
2,326
-142
| -6% | -$50.8K | 0.4% | 33 |
|
|
2023
Q4 | $739K | Sell |
2,468
-10
| -0.4% | -$3K | 0.44% | 31 |
|
|
2023
Q3 | $677K | Sell |
2,478
-8
| -0.3% | -$2.19K | 0.45% | 28 |
|
|
2023
Q2 | $758K | Sell |
2,486
-49
| -2% | -$14.9K | 0.5% | 24 |
|
|
2023
Q1 | $724K | Buy |
2,535
+138
| +6% | +$39.4K | 0.56% | 24 |
|
|
2022
Q4 | $586K | Sell |
2,397
-126
| -5% | -$30.8K | 0.5% | 27 |
|
|
2022
Q3 | $511K | Sell |
2,523
-4
| -0.2% | -$810 | 0.49% | 29 |
|
|
2022
Q2 | $503K | Buy |
2,527
+56
| +2% | +$11.1K | 0.47% | 31 |
|
|
2022
Q1 | $661K | Buy |
2,471
+40
| +2% | +$10.7K | 0.52% | 28 |
|
|
2021
Q4 | $650K | Sell |
2,431
-66
| -3% | -$17.6K | 0.47% | 30 |
|
|
2021
Q3 | $655K | Sell |
2,497
-746
| -23% | -$196K | 0.56% | 23 |
|
|
2021
Q2 | $842K | Hold |
3,243
| – | – | 0.7% | 20 |
|
|
2021
Q1 | $788K | Buy |
3,243
+124
| +4% | +$30.1K | 0.73% | 22 |
|
|
2020
Q4 | $720K | Buy |
+3,119
| New | +$720K | 0.72% | 23 |
|