SageView Advisory Group’s Henry Schein HSIC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
3,877
+67
+2% +$4.72K 0.01% 521
2025
Q1
$261K Sell
3,810
-14
-0.4% -$959 0.01% 508
2024
Q4
$265K Buy
3,824
+20
+0.5% +$1.38K 0.01% 492
2024
Q3
$277K Buy
3,804
+1
+0% +$73 0.01% 420
2024
Q2
$244K Buy
+3,803
New +$244K 0.01% 492
2024
Q1
Sell
-3,806
Closed -$285K 622
2023
Q4
$285K Buy
+3,806
New +$285K 0.01% 525