Aries Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Hold |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $518K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $391K | Hold |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $409K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $361K | Hold |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $301K | Hold |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $425K | Sell |
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|
2018
Q2 | $458K | Sell |
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|
2018
Q1 | $536K | Sell |
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|
2017
Q4 | $849K | Buy |
|