Ascent Wealth Partners’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
Q3 | $452K | Hold |
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|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $5.3M | Sell |
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|
2023
Q3 | $5.01M | Sell |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $5.25M | Buy |
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|
2022
Q3 | $3.7M | Sell |
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|
2022
Q2 | $4.85M | Sell |
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|
2022
Q1 | $7.33M | Buy |
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|
2021
Q4 | $5.88M | Sell |
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|
2021
Q3 | $5.59M | Sell |
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|
2021
Q2 | $5.48M | Sell |
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|
2021
Q1 | $5.74M | Buy |
|