PWM
PBMares Wealth Management’s Stryker SYK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-764
| Closed | -$284K | – | 196 |
|
2025
Q1 | $284K | Hold |
764
| – | – | 0.06% | 152 |
|
2024
Q4 | $275K | Hold |
764
| – | – | 0.06% | 158 |
|
2024
Q3 | $276K | Hold |
764
| – | – | 0.06% | 156 |
|
2024
Q2 | $260K | Sell |
764
-44
| -5% | -$15K | 0.06% | 152 |
|
2024
Q1 | $289K | Buy |
808
+44
| +6% | +$15.7K | 0.08% | 146 |
|
2023
Q4 | $229K | Hold |
764
| – | – | 0.07% | 159 |
|
2023
Q3 | $209K | Hold |
764
| – | – | 0.08% | 157 |
|
2023
Q2 | $233K | Hold |
764
| – | – | 0.08% | 153 |
|
2023
Q1 | $218K | Buy |
+764
| New | +$218K | 0.08% | 159 |
|
2022
Q2 | – | Sell |
-754
| Closed | -$202K | – | 166 |
|
2022
Q1 | $202K | Hold |
754
| – | – | 0.12% | 147 |
|
2021
Q4 | $202K | Buy |
+754
| New | +$202K | 0.09% | 153 |
|