Sendero Wealth Management’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Hold |
14,366
| – | – | 0.13% | 96 |
|
2025
Q1 | $984K | Buy |
14,366
+2,105
| +17% | +$144K | 0.14% | 90 |
|
2024
Q4 | $848K | Buy |
12,261
+898
| +8% | +$62.1K | 0.13% | 92 |
|
2024
Q3 | $828K | Hold |
11,363
| – | – | 0.13% | 94 |
|
2024
Q2 | $728K | Hold |
11,363
| – | – | 0.12% | 95 |
|
2024
Q1 | $858K | Hold |
11,363
| – | – | 0.15% | 90 |
|
2023
Q4 | $860K | Buy |
11,363
+2,060
| +22% | +$156K | 0.16% | 92 |
|
2023
Q3 | $691K | Buy |
9,303
+1,370
| +17% | +$102K | 0.15% | 92 |
|
2023
Q2 | $643K | Buy |
7,933
+1,244
| +19% | +$101K | 0.14% | 93 |
|
2023
Q1 | $545K | Buy |
6,689
+1,165
| +21% | +$95K | 0.17% | 67 |
|
2022
Q4 | $441K | Buy |
5,524
+2,350
| +74% | +$188K | 0.16% | 73 |
|
2022
Q3 | $209K | Buy |
+3,174
| New | +$209K | 0.09% | 95 |
|