Beaumont Financial Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
1,857
+6
| +0.3% | +$1.44K | 0.03% | 237 |
|
|
2025
Q1 | $420K | Buy |
1,851
+11
| +0.6% | +$2.49K | 0.03% | 241 |
|
|
2024
Q4 | $378K | Sell |
1,840
-16
| -0.9% | -$3.29K | 0.03% | 259 |
|
|
2024
Q3 | $450K | Buy |
1,856
+4
| +0.2% | +$970 | 0.04% | 219 |
|
|
2024
Q2 | $407K | Buy |
1,852
+3
| +0.2% | +$659 | 0.03% | 231 |
|
|
2024
Q1 | $416K | Hold |
1,849
| – | – | 0.03% | 232 |
|
|
2023
Q4 | $407K | Sell |
1,849
-6
| -0.3% | -$1.32K | 0.04% | 220 |
|
|
2023
Q3 | $407K | Buy |
1,855
+7
| +0.4% | +$1.54K | 0.04% | 201 |
|
|
2023
Q2 | $416K | Sell |
1,848
-49
| -3% | -$11K | 0.04% | 218 |
|
|
2023
Q1 | $363K | Buy |
1,897
+25
| +1% | +$4.78K | 0.04% | 217 |
|
|
2022
Q4 | $346K | Buy |
1,872
+3
| +0.2% | +$554 | 0.03% | 223 |
|
|
2022
Q3 | $311K | Hold |
1,869
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $385K | Sell |
1,869
-2
| -0.1% | -$412 | 0.03% | 208 |
|
|
2022
Q1 | $452K | Buy |
1,871
+2
| +0.1% | +$483 | 0.03% | 224 |
|
|
2021
Q4 | $455K | Hold |
1,869
| – | – | 0.03% | 227 |
|
|
2021
Q3 | $382K | Hold |
1,869
| – | – | 0.03% | 243 |
|
|
2021
Q2 | $386K | Hold |
1,869
| – | – | 0.03% | 254 |
|
|
2021
Q1 | $356K | Hold |
1,869
| – | – | 0.03% | 243 |
|
|
2020
Q4 | $354K | Sell |
1,869
-23
| -1% | -$4.36K | 0.03% | 241 |
|
|
2020
Q3 | $333K | Buy |
1,892
+31
| +2% | +$5.46K | 0.03% | 249 |
|
|
2020
Q2 | $286K | Hold |
1,861
| – | – | 0.03% | 234 |
|
|
2020
Q1 | $260K | Buy |
1,861
+11
| +0.6% | +$1.54K | 0.03% | 207 |
|
|
2019
Q4 | $282K | Hold |
1,850
| – | – | 0.03% | 229 |
|
|
2019
Q3 | $267K | Hold |
1,850
| – | – | 0.03% | 230 |
|
|
2019
Q2 | $275K | Hold |
1,850
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $237K | Buy |
+1,850
| New | +$237K | 0.03% | 209 |
|
|
2018
Q4 | – | Sell |
-1,850
| Closed | -$212K | – | 236 |
|
|
2018
Q3 | $212K | Buy |
+1,850
| New | +$212K | 0.02% | 215 |
|