Wealthspire Advisors (New York)’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 | $1.13M | Sell |
15,534
-324
| -2% | -$23.7K | 0.01% | 364 |
|
2025
Q1 | $1.09M | Buy |
15,858
+86
| +0.5% | +$5.89K | 0.01% | 366 |
|
2024
Q4 | $1.09M | Buy |
15,772
+874
| +6% | +$60.5K | 0.01% | 356 |
|
2024
Q3 | $1.09M | Buy |
14,898
+2
| +0% | +$146 | 0.01% | 360 |
|
2024
Q2 | $955K | Hold |
14,896
| – | – | 0.01% | 319 |
|
2024
Q1 | $1.12M | Hold |
14,896
| – | – | 0.02% | 298 |
|
2023
Q4 | $1.13M | Sell |
14,896
-44
| -0.3% | -$3.33K | 0.02% | 289 |
|
2023
Q3 | $1.11M | Buy |
+14,940
| New | +$1.11M | 0.02% | 262 |
|
2021
Q3 | – | Sell |
-14,970
| Closed | -$1.11M | – | 589 |
|
2021
Q2 | $1.11M | Sell |
14,970
-2,048
| -12% | -$152K | 0.03% | 153 |
|
2021
Q1 | $1.18M | Buy |
17,018
+25
| +0.1% | +$1.73K | 0.03% | 235 |
|
2020
Q4 | $1.14M | Buy |
+16,993
| New | +$1.14M | 0.03% | 194 |
|
2020
Q2 | – | Sell |
-15,872
| Closed | -$802K | – | 383 |
|
2020
Q1 | $802K | Buy |
+15,872
| New | +$802K | 0.03% | 224 |
|
2019
Q1 | – | Sell |
-139
| Closed | -$9K | – | 380 |
|
2018
Q4 | $9K | Buy |
+139
| New | +$9K | ﹤0.01% | 525 |
|