Sequoia Financial Advisors’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 | $694K | Buy |
9,505
+3,675
| +63% | +$268K | ﹤0.01% | 845 |
|
|
2025
Q1 | $399K | Sell |
5,830
-279
| -5% | -$19.1K | ﹤0.01% | 941 |
|
|
2024
Q4 | $423K | Buy |
6,109
+412
| +7% | +$28.5K | ﹤0.01% | 868 |
|
|
2024
Q3 | $415K | Buy |
5,697
+17
| +0.3% | +$1.24K | ﹤0.01% | 821 |
|
|
2024
Q2 | $364K | Buy |
5,680
+176
| +3% | +$11.3K | ﹤0.01% | 812 |
|
|
2024
Q1 | $416K | Buy |
5,504
+301
| +6% | +$22.7K | 0.01% | 743 |
|
|
2023
Q4 | $394K | Buy |
5,203
+67
| +1% | +$5.07K | ﹤0.01% | 821 |
|
|
2023
Q3 | $381K | Buy |
5,136
+20
| +0.4% | +$1.49K | 0.01% | 597 |
|
|
2023
Q2 | $415K | Buy |
5,116
+133
| +3% | +$10.8K | 0.01% | 586 |
|
|
2023
Q1 | $406K | Buy |
4,983
+12
| +0.2% | +$978 | 0.01% | 528 |
|
|
2022
Q4 | $397K | Buy |
+4,971
| New | +$397K | 0.01% | 497 |
|
|
2019
Q1 | – | Sell |
-4,355
| Closed | -$268K | – | 371 |
|
|
2018
Q4 | $268K | Buy |
+4,355
| New | +$268K | 0.03% | 226 |
|
|
2017
Q3 | – | Sell |
-4,414
| Closed | -$317K | – | 297 |
|
|
2017
Q2 | $317K | Hold |
4,414
| – | – | 0.04% | 199 |
|
|
2017
Q1 | $294K | Hold |
4,414
| – | – | 0.04% | 200 |
|
|
2016
Q4 | $263K | Hold |
4,414
| – | – | 0.04% | 218 |
|
|
2016
Q3 | $282K | Sell |
4,414
-780
| -15% | -$49.8K | 0.05% | 177 |
|
|
2016
Q2 | $360K | Hold |
5,194
| – | – | 0.1% | 149 |
|
|
2016
Q1 | $352K | Buy |
5,194
+969
| +23% | +$65.7K | 0.11% | 123 |
|
|
2015
Q4 | $262K | Sell |
4,225
-383
| -8% | -$23.8K | 0.11% | 137 |
|
|
2015
Q3 | $240K | Buy |
+4,608
| New | +$240K | 0.1% | 142 |
|