SWA
SOA Wealth Advisors’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73 | Hold |
1
| – | – | ﹤0.01% | 849 |
|
|
2025
Q1 | $68 | Hold |
1
| – | – | ﹤0.01% | 858 |
|
|
2024
Q4 | $69 | Sell |
1
-1
| -50% | -$69 | ﹤0.01% | 850 |
|
|
2024
Q3 | $146 | Hold |
2
| – | – | ﹤0.01% | 798 |
|
|
2024
Q2 | $128 | Sell |
2
-3
| -60% | -$192 | ﹤0.01% | 813 |
|
|
2024
Q1 | $378 | Hold |
5
| – | – | ﹤0.01% | 823 |
|
|
2023
Q4 | $379 | Hold |
5
| – | – | ﹤0.01% | 815 |
|
|
2023
Q3 | $371 | Hold |
5
| – | – | ﹤0.01% | 841 |
|
|
2023
Q2 | $406 | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $408 | Hold |
5
| – | – | ﹤0.01% | 858 |
|
|
2022
Q4 | $399 | Hold |
5
| – | – | ﹤0.01% | 857 |
|
|
2022
Q3 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $0 | Sell |
7
-111
| -94% | – | ﹤0.01% | 903 |
|
|
2022
Q1 | $10K | Hold |
118
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $9K | Hold |
118
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $8K | Sell |
118
-1
| -0.8% | -$68 | ﹤0.01% | 623 |
|
|
2021
Q2 | $8K | Sell |
119
-72
| -38% | -$4.84K | ﹤0.01% | 609 |
|
|
2021
Q1 | $13K | Buy |
191
+68
| +55% | +$4.63K | ﹤0.01% | 470 |
|
|
2020
Q4 | $8K | Buy |
+123
| New | +$8K | ﹤0.01% | 548 |
|