Sequoia Financial Advisors’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $629K | Sell |
8,536
-4,400
| -34% | -$340K | ﹤0.01% | 1134 |
|
|
2025
Q4 | $978K | Buy |
12,936
+4,471
| +53% | +$315K | 0.01% | 898 |
|
|
2025
Q3 | $562K | Sell |
8,465
-1,040
| -11% | -$72K | ﹤0.01% | 1073 |
|
|
2025
Q2 | $694K | Buy |
9,505
+3,675
| +63% | +$253K | ﹤0.01% | 853 |
|
|
2025
Q1 | $399K | Sell |
5,830
-279
| -5% | -$20.6K | ﹤0.01% | 949 |
|
|
2024
Q4 | $423K | Buy |
6,109
+412
| +7% | +$29.6K | ﹤0.01% | 873 |
|
|
2024
Q3 | $415K | Buy |
5,697
+17
| +0.3% | +$1.18K | ﹤0.01% | 823 |
|
|
2024
Q2 | $364K | Buy |
5,680
+176
| +3% | +$12.4K | ﹤0.01% | 814 |
|
|
2024
Q1 | $416K | Buy |
5,504
+301
| +6% | +$22.6K | 0.01% | 747 |
|
|
2023
Q4 | $394K | Buy |
5,203
+67
| +1% | +$4.69K | ﹤0.01% | 823 |
|
|
2023
Q3 | $381K | Buy |
5,136
+20
| +0.4% | +$1.54K | 0.01% | 599 |
|
|
2023
Q2 | $415K | Buy |
5,116
+133
| +3% | +$10.5K | 0.01% | 588 |
|
|
2023
Q1 | $406K | Buy |
4,983
+12
| +0.2% | +$978 | 0.01% | 530 |
|
|
2022
Q4 | $397K | Buy |
+4,971
| New | +$376K | 0.01% | 497 |
|
|
2019
Q1 | – | Sell |
-4,355
| Closed | -$268K | – | 371 |
|
|
2018
Q4 | $268K | Buy |
+4,355
| New | +$287K | 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% | -$51.8K | 0.05% | 177 |
|
|
2016
Q2 | $360K | Hold |
5,194
| – | – | 0.1% | 149 |
|
|
2016
Q1 | $352K | Buy |
5,194
+969
| +23% | +$60.5K | 0.11% | 123 |
|
|
2015
Q4 | $262K | Sell |
4,225
-383
| -8% | -$22.8K | 0.11% | 137 |
|
|
2015
Q3 | $240K | Buy |
+4,608
| New | +$255K | 0.1% | 142 |
|
Other funds holding HSIC
KKRC
VCM
VPM