Berry Wealth Group’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Buy |
1,251
+63
| +5% | +$15.1K | 0.21% | 69 |
|
2025
Q1 | $269K | Buy |
1,188
+69
| +6% | +$15.6K | 0.21% | 73 |
|
2024
Q4 | $230K | Sell |
1,119
-9
| -0.8% | -$1.85K | 0.17% | 80 |
|
2024
Q3 | $274K | Sell |
1,128
-21
| -2% | -$5.09K | 0.2% | 68 |
|
2024
Q2 | $252K | Buy |
1,149
+129
| +13% | +$28.3K | 0.2% | 61 |
|
2024
Q1 | $229K | Sell |
1,020
-463
| -31% | -$104K | 0.19% | 74 |
|
2023
Q4 | $326K | Buy |
+1,483
| New | +$326K | 0.3% | 49 |
|