Wealth Architects’s Varian Medical Systems, Inc. VAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,999
| Closed | -$1.59M | – | 192 |
|
|
2021
Q1 | $1.59M | Buy |
8,999
+5
| +0.1% | +$880 | 0.34% | 33 |
|
|
2020
Q4 | $1.57M | Sell |
8,994
-2
| -0% | -$347 | 0.37% | 32 |
|
|
2020
Q3 | $1.55M | Buy |
8,996
+5
| +0.1% | +$786 | 0.42% | 31 |
|
|
2020
Q2 | $1.1M | Hold |
8,991
| – | – | 0.31% | 35 |
|
|
2020
Q1 | $923K | Sell |
8,991
-998
| -10% | -$132K | 0.32% | 35 |
|
|
2019
Q4 | $1.42M | Hold |
9,989
| – | – | 0.4% | 28 |
|
|
2019
Q3 | $1.19M | Hold |
9,989
| – | – | 0.36% | 28 |
|
|
2019
Q2 | $1.36M | Hold |
9,989
| – | – | 0.41% | 27 |
|
|
2019
Q1 | $1.42M | Sell |
9,989
-1,109
| -10% | -$146K | 0.44% | 26 |
|
|
2018
Q4 | $1.26M | Hold |
11,098
| – | – | 0.45% | 26 |
|
|
2018
Q3 | $1.24M | Sell |
11,098
-8
| -0.1% | -$905 | 0.38% | 30 |
|
|
2018
Q2 | $1.26M | Hold |
11,106
| – | – | 0.41% | 27 |
|
|
2018
Q1 | $1.36M | Sell |
11,106
-1,232
| -10% | -$147K | 0.45% | 26 |
|
|
2017
Q4 | $1.37M | Sell |
12,338
-1,369
| -10% | -$147K | 0.45% | 26 |
|
|
2017
Q3 | $1.37M | Sell |
13,707
-1,521
| -10% | -$156K | 0.48% | 26 |
|
|
2017
Q2 | $1.57M | Hold |
15,228
| – | – | 0.58% | 21 |
|
|
2017
Q1 | $1.39M | Sell |
15,228
-2,138
| -12% | -$178K | 0.55% | 22 |
|
|
2016
Q4 | $1.37M | Sell |
17,366
-1,927
| -10% | -$156K | 0.61% | 21 |
|
|
2016
Q3 | $1.68M | Sell |
19,293
-2,236
| -10% | -$182K | 0.78% | 19 |
|
|
2016
Q2 | $1.55M | Sell |
21,529
-881
| -4% | -$63.9K | 0.75% | 20 |
|
|
2016
Q1 | $1.57M | Sell |
22,410
-4
| -0% | -$272 | 0.78% | 19 |
|
|
2015
Q4 | $1.59M | Buy |
22,414
+4
| +0% | +$276 | 0.79% | 19 |
|
|
2015
Q3 | $1.45M | Hold |
22,410
| – | – | 0.78% | 19 |
|
|
2015
Q2 | $1.66M | Sell |
22,410
-5,252
| -19% | -$411K | 0.89% | 15 |
|
|
2015
Q1 | $2.28M | Hold |
27,662
| – | – | 1.31% | 11 |
|
|
2014
Q4 | $2.1M | Buy |
+27,662
| New | +$2.06M | 1.23% | 12 |
|