Brown Miller Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
3,243
| – | – | 0.11% | 146 |
|
|
2025
Q1 | $288K | Hold |
3,243
| – | – | 0.1% | 146 |
|
|
2024
Q4 | $318K | Hold |
3,243
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $284K | Hold |
3,243
| – | – | 0.11% | 99 |
|
|
2024
Q2 | $240K | Hold |
3,243
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $251K | Hold |
3,243
| – | – | 0.11% | 109 |
|
|
2023
Q4 | $251K | Sell |
3,243
-392
| -11% | -$30.4K | 0.13% | 110 |
|
|
2023
Q3 | $243K | Hold |
3,635
| – | – | 0.14% | 111 |
|
|
2023
Q2 | $266K | Hold |
3,635
| – | – | 0.14% | 107 |
|
|
2023
Q1 | $275K | Hold |
3,635
| – | – | 0.16% | 105 |
|
|
2022
Q4 | $282K | Hold |
3,635
| – | – | 0.18% | 102 |
|
|
2022
Q3 | $221K | Hold |
3,635
| – | – | 0.16% | 107 |
|
|
2022
Q2 | $224K | Hold |
3,635
| – | – | 0.15% | 104 |
|
|
2022
Q1 | $317K | Hold |
3,635
| – | – | 0.18% | 93 |
|
|
2021
Q4 | $338K | Hold |
3,635
| – | – | 0.19% | 91 |
|
|
2021
Q3 | $307K | Hold |
3,635
| – | – | 0.19% | 96 |
|
|
2021
Q2 | $299K | Hold |
3,635
| – | – | 0.19% | 95 |
|
|
2021
Q1 | $305K | Hold |
3,635
| – | – | 0.22% | 91 |
|
|
2020
Q4 | $265K | Buy |
+3,635
| New | +$265K | 0.2% | 92 |
|