9WM
9258 Wealth Management’s STMicroelectronics STM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$216K | – | 352 |
|
|
2024
Q1 | $216K | Hold |
5,000
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $251K | Hold |
5,000
| – | – | 0.04% | 278 |
|
|
2023
Q3 | $216K | Hold |
5,000
| – | – | 0.04% | 291 |
|
|
2023
Q2 | $250K | Hold |
5,000
| – | – | 0.05% | 273 |
|
|
2023
Q1 | $267K | Buy |
+5,000
| New | +$267K | 0.05% | 263 |
|
|
2022
Q2 | – | Sell |
-6,168
| Closed | -$267K | – | 357 |
|
|
2022
Q1 | $267K | Buy |
6,168
+4
| +0.1% | +$173 | 0.06% | 301 |
|
|
2021
Q4 | $301K | Sell |
6,164
-104
| -2% | -$5.08K | 0.07% | 289 |
|
|
2021
Q3 | $273K | Buy |
6,268
+369
| +6% | +$16.1K | 0.07% | 281 |
|
|
2021
Q2 | $215K | Buy |
5,899
+308
| +6% | +$11.2K | 0.06% | 319 |
|
|
2021
Q1 | $214K | Buy |
5,591
+208
| +4% | +$7.96K | 0.06% | 301 |
|
|
2020
Q4 | $200K | Buy |
+5,383
| New | +$200K | 0.07% | 291 |
|