SWA

Sutton Wealth Advisors’s Henry Schein HSIC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.9K	Buy	39 +15	+63%	+$1.11K	﹤0.01%	669
2023 Q2	$1.95K	Hold	24	–	–	﹤0.01%	698
2023 Q1	$1.96K	Sell	24 -5	-17%	-$408	﹤0.01%	650
2022 Q4	$2.32K	Hold	29	–	–	﹤0.01%	1194
2022 Q3	$1.91K	Buy	29 +5	+21%	+$329	﹤0.01%	1194
2022 Q2	$1.84K	Hold	24	–	–	﹤0.01%	1193
2022 Q1	$2.09K	Hold	24	–	–	﹤0.01%	1196
2021 Q4	$1.86K	Hold	24	–	–	﹤0.01%	1213
2021 Q3	$1.83K	Hold	24	–	–	﹤0.01%	1180
2021 Q2	$1.78K	Hold	24	–	–	﹤0.01%	1175
2021 Q1	$1.66K	Hold	24	–	–	﹤0.01%	1160
2020 Q4	$1.61K	Hold	24	–	–	﹤0.01%	1137
2020 Q3	$1.41K	Hold	24	–	–	﹤0.01%	1108
2020 Q2	$1.4K	Sell	24 -13	-35%	-$759	﹤0.01%	1093
2020 Q1	$1.87K	Hold	37	–	–	﹤0.01%	1042
2019 Q4	$2.47K	Hold	37	–	–	﹤0.01%	1031
2019 Q3	$2.35K	Hold	37	–	–	﹤0.01%	1039
2019 Q2	$2.59K	Buy	37 +13	+54%	+$909	﹤0.01%	1023
2019 Q1	$1.44K	Buy	24 +16	+200%	+$962	﹤0.01%	1083
2018 Q4	$628	Hold	8	–	–	﹤0.01%	1075
2018 Q3	$680	Hold	8	–	–	﹤0.01%	1065
2018 Q2	$581	Hold	8	–	–	﹤0.01%	1087
2018 Q1	$538	Hold	8	–	–	﹤0.01%	1089
2017 Q4	$559	Hold	8	–	–	﹤0.01%	1039
2017 Q3	$656	Buy	8 +4	+100%	+$328	﹤0.01%	1020
2017 Q2	$732	Hold	4	–	–	﹤0.01%	1015
2017 Q1	$680	Hold	4	–	–	﹤0.01%	1000
2016 Q4	$607	Hold	4	–	–	﹤0.01%	1001
2016 Q3	$652	Hold	4	–	–	﹤0.01%	988
2016 Q2	$707	Hold	4	–	–	﹤0.01%	945
2016 Q1	$691	Buy	+4	New	+$691	﹤0.01%	940