SIA
Schechter Investment Advisors’s Smith & Nephew SNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $913K | Sell |
32,196
-3,119
| -9% | -$88.5K | 0.08% | 250 |
|
|
2024
Q4 | $868K | Buy |
35,315
+79
| +0.2% | +$1.94K | 0.07% | 267 |
|
|
2024
Q3 | $1.1M | Sell |
35,236
-746
| -2% | -$23.2K | 0.08% | 234 |
|
|
2024
Q2 | $892K | Buy |
35,982
+8,030
| +29% | +$199K | 0.07% | 261 |
|
|
2024
Q1 | $709K | Sell |
27,952
-834
| -3% | -$21.2K | 0.05% | 313 |
|
|
2023
Q4 | $785K | Buy |
+28,786
| New | +$785K | 0.07% | 270 |
|
|
2022
Q3 | – | Sell |
-14,266
| Closed | -$399K | – | 984 |
|
|
2022
Q2 | $399K | Buy |
+14,266
| New | +$399K | 0.04% | 597 |
|
|
2022
Q1 | – | Sell |
-7,212
| Closed | -$250K | – | 968 |
|
|
2021
Q4 | $250K | Buy |
+7,212
| New | +$250K | 0.02% | 738 |
|