Carson Wealth (CWM LLC)’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
6,106
+2,588
| +74% | +$622K | 0.01% | 1072 |
|
|
2025
Q1 | $797K | Buy |
3,518
+1,042
| +42% | +$236K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $509K | Buy |
2,476
+206
| +9% | +$42.3K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $550K | Sell |
2,270
-21
| -0.9% | -$5.09K | ﹤0.01% | 1278 |
|
|
2024
Q2 | $503K | Buy |
2,291
+85
| +4% | +$18.7K | ﹤0.01% | 1196 |
|
|
2024
Q1 | $496K | Buy |
2,206
+174
| +9% | +$39.1K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $447K | Sell |
2,032
-35
| -2% | -$7.7K | ﹤0.01% | 1103 |
|
|
2023
Q3 | $453K | Buy |
2,067
+236
| +13% | +$51.7K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $412K | Buy |
1,831
+210
| +13% | +$47.3K | ﹤0.01% | 998 |
|
|
2023
Q1 | $310K | Sell |
1,621
-58
| -3% | -$11.1K | ﹤0.01% | 1043 |
|
|
2022
Q4 | $310K | Buy |
1,679
+465
| +38% | +$85.9K | ﹤0.01% | 940 |
|
|
2022
Q3 | $202K | Buy |
1,214
+178
| +17% | +$29.6K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $214K | Buy |
1,036
+24
| +2% | +$4.96K | ﹤0.01% | 1021 |
|
|
2022
Q1 | $245K | Buy |
1,012
+175
| +21% | +$42.4K | ﹤0.01% | 954 |
|
|
2021
Q4 | $204K | Buy |
+837
| New | +$204K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q1 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q4 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q3 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q2 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q1 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q4 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q3 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q2 | $67K | Hold |
326
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q1 | $67K | Buy |
326
+283
| +658% | +$58.2K | ﹤0.01% | 1279 |
|
|
2018
Q4 | $5K | Buy |
43
+9
| +26% | +$1.05K | ﹤0.01% | 1538 |
|
|
2018
Q3 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 1410 |
|