BBR 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
Q2 | $415K | Hold |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $385K | Buy |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $458K | Hold |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $429K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $262K | Hold |
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|
2015
Q2 | $300K | Hold |
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|
2015
Q1 | $287K | Sell |
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|
2014
Q4 | $309K | Buy |
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|
2014
Q3 | $287K | Buy |
|