Blue Zone Wealth 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 | $6.78M | Buy |
28,230
+202
| +0.7% | +$48.5K | 1.69% | 22 |
|
2025
Q1 | $6.35M | Buy |
28,028
+2,240
| +9% | +$508K | 1.77% | 22 |
|
2024
Q4 | $5.3M | Buy |
25,788
+520
| +2% | +$107K | 1.53% | 24 |
|
2024
Q3 | $6.13M | Buy |
25,268
+735
| +3% | +$178K | 1.91% | 18 |
|
2024
Q2 | $5.39M | Sell |
24,533
-404
| -2% | -$88.7K | 1.86% | 15 |
|
2024
Q1 | $5.61M | Buy |
24,937
+704
| +3% | +$158K | 1.93% | 18 |
|
2023
Q4 | $5.33M | Buy |
24,233
+516
| +2% | +$113K | 2.13% | 14 |
|
2023
Q3 | $5.2M | Buy |
23,717
+59
| +0.2% | +$12.9K | 2.28% | 13 |
|
2023
Q2 | $5.32M | Buy |
+23,658
| New | +$5.32M | 2.46% | 12 |
|