CWM
Congress Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
63,437
+852
| +1% | +$205K | 0.15% | 169 |
|
|
2025
Q1 | $14.2M | Buy |
62,585
+8,440
| +16% | +$1.91M | 0.17% | 153 |
|
|
2024
Q4 | $11.1M | Sell |
54,145
-2,879
| -5% | -$592K | 0.15% | 182 |
|
|
2024
Q3 | $13.8M | Sell |
57,024
-60,229
| -51% | -$14.6M | 0.18% | 164 |
|
|
2024
Q2 | $25.7M | Buy |
117,253
+1,337
| +1% | +$294K | 0.41% | 52 |
|
|
2024
Q1 | $26.1M | Buy |
115,916
+44,288
| +62% | +$9.96M | 0.45% | 50 |
|
|
2023
Q4 | $15.7M | Buy |
71,628
+988
| +1% | +$217K | 0.29% | 88 |
|
|
2023
Q3 | $15.5M | Buy |
70,640
+1,266
| +2% | +$278K | 0.32% | 70 |
|
|
2023
Q2 | $15.6M | Buy |
69,374
+255
| +0.4% | +$57.4K | 0.36% | 63 |
|
|
2023
Q1 | $13.2M | Buy |
69,119
+2,692
| +4% | +$515K | 0.32% | 77 |
|
|
2022
Q4 | $12.3M | Sell |
66,427
-738
| -1% | -$136K | 0.32% | 83 |
|
|
2022
Q3 | $11.2M | Buy |
67,165
+2,801
| +4% | +$466K | 0.3% | 89 |
|
|
2022
Q2 | $13.3M | Buy |
64,364
+243
| +0.4% | +$50.1K | 0.34% | 66 |
|
|
2022
Q1 | $15.5M | Buy |
64,121
+2,023
| +3% | +$489K | 0.34% | 67 |
|
|
2021
Q4 | $15.1M | Buy |
+62,098
| New | +$15.1M | 0.3% | 86 |
|