Bartlett & Co Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
1,193
| – | – | ﹤0.01% | 399 |
|
|
2025
Q1 | $270K | Buy |
1,193
+1
| +0.1% | +$227 | ﹤0.01% | 410 |
|
|
2024
Q4 | $245K | Hold |
1,192
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $289K | Hold |
1,192
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $262K | Sell |
1,192
-176
| -13% | -$38.6K | ﹤0.01% | 413 |
|
|
2024
Q1 | $308K | Buy |
1,368
+1
| +0.1% | +$225 | ﹤0.01% | 399 |
|
|
2023
Q4 | $303K | Buy |
1,367
+1,000
| +272% | +$222K | ﹤0.01% | 414 |
|
|
2023
Q3 | $80.5K | Hold |
367
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $82.6K | Hold |
367
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $70.2K | Hold |
367
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $67.8K | Buy |
367
+6
| +2% | +$1.11K | ﹤0.01% | 535 |
|
|
2022
Q3 | $115K | Sell |
361
-213
| -37% | -$67.7K | ﹤0.01% | 444 |
|
|
2022
Q2 | $118K | Buy |
574
+124
| +28% | +$25.6K | ﹤0.01% | 438 |
|
|
2022
Q1 | $92.8K | Buy |
+450
| New | +$92.8K | ﹤0.01% | 496 |
|
|
2021
Q4 | – | Sell |
-507
| Closed | -$104K | – | 825 |
|
|
2021
Q3 | $104K | Buy |
507
+7
| +1% | +$1.43K | ﹤0.01% | 408 |
|
|
2021
Q2 | $103K | Sell |
500
-400
| -44% | -$82.5K | ﹤0.01% | 407 |
|
|
2021
Q1 | $171K | Sell |
900
-50
| -5% | -$9.52K | ﹤0.01% | 341 |
|
|
2020
Q4 | $180K | Hold |
950
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $167K | Sell |
950
-50
| -5% | -$8.81K | ﹤0.01% | 325 |
|
|
2020
Q2 | $153K | Sell |
1,000
-100
| -9% | -$15.3K | ﹤0.01% | 337 |
|
|
2020
Q1 | $154K | Sell |
1,100
-563
| -34% | -$78.8K | ﹤0.01% | 315 |
|
|
2019
Q4 | $253K | Hold |
1,663
| – | – | 0.01% | 307 |
|
|
2019
Q3 | $240K | Buy |
1,663
+428
| +35% | +$61.8K | 0.01% | 306 |
|
|
2019
Q2 | $184K | Hold |
1,235
| – | – | 0.01% | 261 |
|
|
2019
Q1 | $158K | Hold |
1,235
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $132K | Buy |
1,235
+535
| +76% | +$57.2K | 0.01% | 285 |
|
|
2018
Q3 | $80.1K | Hold |
700
| – | – | ﹤0.01% | 353 |
|
|
2018
Q2 | $73.5K | Hold |
700
| – | – | ﹤0.01% | 372 |
|
|
2018
Q1 | $65.4K | Buy |
+700
| New | +$65.4K | ﹤0.01% | 397 |
|